Show notes
In this episode, Ato speaks with Jerran Whyte is the Founder and Managing Director of Belvedere Wealth Management, an independent financial advisory firm helping clients to build, preserve, and pass on wealth. With over 15 years of experience in wealth management, he has guided entrepreneurs, professionals, and high-net-worth families through the complex realities of money, legacy, and financial freedom.We discuss:- Why he left the UK in his 20's to work in Germany- What inspired him to work in wealth management - The ingredients to build lasting wealth- Motivation for starting his financial advisory firm- The 4 key pillars of wealth- Passing down money & principles through generations- How to start investing and much more🔗 Connect with Jerran:Linkedin: https://www.linkedin.com/in/jerranwhyte/Belvedere's Linkedin: https://www.linkedin.com/company/belvederewm/Belvedere's Instagram: https://www.instagram.com/belvederewm/Belvedere's Website: https://www.belvederewm.com/📩 Sign up to my mailing list to be the first to know about upcoming events:https://eepurl.com/hJEcLL🤝 PartnersLightyear – Sign up for a new account on Lightyear and get up to $115 worth of a US fractional share of your choice! Claim your reward when you use this link: https://lightyear.com/savvywallet or enter the code: "SAVVY" manually in the Promotions section. Capital at risk. ISA rules apply. Terms apply: https://lightyear.com/en-gb/signup-promotion-terms. 📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:https://imp.i384100.net/savvywalletSome of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.TIMESTAMPSDisclaimer: 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.Learn more about your ad choices. Visit megaphone.fm/adchoices
