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Robert started his career in financial services in 1992 as a junior analyst for a boutique portfolio management company in Cape Town. From there, he moved to the corporate sector to further his studies and develop his skills and network in investment management and holistic financial planning for high net worth clients.
In 1997 he co-founded Alchemy Financial Solutions arising from his philosophy in building an Independent and Dynamic Private Wealth Management practice. Robert has systematically and organically developed the Alchemy practice over the past 25 years, which is now renowned in the industry for their innovative financial planning systems, absolute independence and unique business structure.
Robert continues to manage and develop Alchemy and is a director of the practice. He concurrently provides investment planning and management for a select number of high net worth private clients, locally and offshore.
Robert holds a Bachelor’s Degree in Science from the University of Cape Town and a Postgraduate Diploma in Financial Planning from the University of Free State. Robert is a Certified Financial Planner (CFP®).
In the words of Benjamin Franklin:
“If you fail to prepare, then you must prepare to fail.”
At Alchemy, these words resonate with our core values, and largely define us.
For more than 25 years, our advisors have been dedicated to guiding our clients to optimise the growth and preservation of their wealth for them and their future generations.
In the words of Benjamin Franklin:
“If you fail to prepare, then you must prepare to fail.”
At Alchemy, these words resonate with our core values, and largely define us.
For more than 25 years, our advisors have been dedicated to guiding our clients to optimise the growth and preservation of their wealth for them and their future generations.
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Karen started her career in financial services in 1989, and for the next 16 years, held several senior strategic marketing positions with leading corporates, including Southern Life, Momentum Life and Metropolitan Health. In 2005, Karen left the corporate sector to embark on her career as an independent financial advisor.
In 2006, she joined Alchemy as an integral part of their advisor team. She is now a director of the Practice.
She specialises in the area of personal financial planning and has built a flourishing practice, mainly advising professionals and self-employed individuals on their personal financial planning needs.
Karen holds a Bachelor’s Degree in Economics from the University of Stellenbosch and a Postgraduate Diploma in Financial Planning from the University of Free State. Karen is a Certified Financial Planner (CFP®).
Robert started his career in financial services in 1992 as a junior analyst for a boutique portfolio management company in Cape Town. From there, he moved to the corporate sector to further his studies and develop his skills and network in investment management and holistic financial planning for high net worth clients.
In 1997 he co-founded Alchemy Financial Solutions arising from his philosophy in building an Independent and Dynamic Private Wealth Management practice. Robert has systematically and organically developed the Alchemy practice over the past 25 years, which is now renowned in the industry for their innovative financial planning systems, absolute independence and unique business structure.
Robert continues to manage and develop Alchemy and is a director of the practice. He concurrently provides investment planning and management for a select number of high net worth private clients, locally and offshore.
Robert holds a Bachelor’s Degree in Science from the University of Cape Town and a Postgraduate Diploma in Financial Planning from the University of Free State. Robert is a Certified Financial Planner (CFP®).
Karen started her career in financial services in 1989, and for the next 16 years, held several senior strategic marketing positions with leading corporates, including Southern Life, Momentum Life and Metropolitan Health. In 2005, Karen left the corporate sector to embark on her career as an independent financial advisor.
In 2006, she joined Alchemy as an integral part of their advisor team. She is now a director of the Practice.
She specialises in the area of personal financial planning and has built a flourishing practice, mainly advising professionals and self-employed individuals on their personal financial planning needs.
Karen holds a Bachelor’s Degree in Economics from the University of Stellenbosch and a Postgraduate Diploma in Financial Planning from the University of Free State. Karen is a Certified Financial Planner (CFP®).