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| Additional information |
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| Alchemy Financial Solutions |
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Overview:
Alchemy Financial Solutions is a boutique professional association of select independent financial advisors who share a dynamic business infrastructure and brand, current market views, planning methods and specific intellectual capital.
Each advisor holds and maintains an individual Financial Service Provider (FSP) licence, and separate legal business entity.
Alchemy was established in 1997 by the bringing together of the shared philosophy and high standards in Independent Private Wealth Management.
These standards include customised business systems, progressive technology, and comprehensive and holistic bespoke financial planning. Each Alchemy advisor has in excess of 20 years' industry experience and holds as a minimum, the Certified Financial Planner (CFP®) designation.
This unique combination of experience, technical skill, technological resources, and long term professional relationships, characterizes the ethos of Alchemy Financial Solutions, and is the platform from which each advisor furnishes independent financial advice.
As Certified Financial Planners (CFP®), the Alchemy advisors are qualified and licensed to advise clients on all aspects of financial planning. These include investment planning and management, asset allocation, retirement planning, estate planning, business assurance and employee benefits.
"If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed."
Edmund Burke (1729-1797)
Over the years, Alchemy has become known for a unique and innovative financial planning methodology that has been developed through the combined intellectual capital of the Alchemy advisors.
Our innovative business model, based on our unique operating system, is compliant with industry standards, and includes our progressive fee structure.
Besides our level of experience and qualifications, we pride ourselves on our complete independence from all industry players including product providers. Our independence as financial advisors is intrinsic to the Alchemy ethos and is the foundation of the financial advice furnished by each Alchemy advisor.
Although these qualities are the cornerstones of our business structure and professional code, our most outstanding hallmark is our ability to customise our financial advice, and related portfolio and fee structures.
The Alchemy advisors recognize the unique financial planning needs of each client. Armed with this insight, we are able to provide tailor-made financial planning, specific to the circumstances of each client.
"Money is plentiful for those who understand the simple laws which govern it's acquisition."
The Richest Man in Babylon
By focusing on the specific needs and circumstances of each client, a very important working relationship is established and nurtured. We are committed to this process, which is reflected in our long term working relationships with our clients, our staff and our industry as a whole. |
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History:
Alchemy was established in 1997 by Dusty Bristol and Robert Adshade, arising from their shared philosophy and high standards in Independent Private Wealth Management.
These standards include customised business systems, progressive technology and minimum levels of expertise. Each Alchemy advisor has over ten years' industry experience, and holds the highest industry certification as a Certified Financial Planner (CFP®).
This unique combination of experience, technical skill, technological resources, and long term professional relationships, characterizes the ethos of Alchemy Financial Solutions, and is the platform from which each advisor furnishes independent financial advice. |
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