The Savvy Wallet with Ato Jay

In this episode, Ato speaks with Ayesha Ofori a multi-award-winning business woman, property investor, angel investor, and the founder & CEO of Propelle, a female-focused investment platform.

In this episode we discuss:
– Wealth lessons learnt from Ayesha’s time at Goldman Sachs

– How she became an executive director at Goldman Sachs

– Was there pressure managing £500 million of client’s money

– Can you becoming wealth from a 9-5?

– Turning your salary into assets

– A portfolio approach to Investing in startups and much more

🔗 Connect with Ayesha:
Instagram: https://www.instagram.com/ayesha.ofori

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💼 What’s in The Wallet

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TIMESTAMPS
0:00 – Preview
1:05 – Intro
1:40 – Meet Propelle Founder & CEO, Ayesha
8:42 – Getting my first job at Morgan Stanley
11:19 – Day in life of a ultra high net worth advisor Goldman Sachs
16:32 – How I became an executive director at Goldman Sachs
20:49 – Where does the work ethic come from?
24:54 – Tide Ad
26:13 – The pressure of managing £500 million
30:56 – Can you become wealthy with your 9-5?
37:27 – Financial tools and strategies only at Goldman sachs
44:02 – Turning your salary into assets
48:43 – Alternative assets to property
50:35 – Lessons learnt from investing & losing £80,000 in a startup
52:17 – A portfolio approach for investing in startups
56:52 – How I would advise my clients on trump tariffs
1:02:44 – Ayesha’s criteria for investing in a startup
1:08:36 – One unconventional habit that has paid dividends
1:14:01 – Why I started Propelle
1:21:18 – The vision for Propelle
1:23:31 – What’s in The Wallet?
1:24:58 – Final words

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

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