The Kinder Institute of Life Planning
Kim studied Financial Life Planning at the Kinder Institute, and uses this method in her approach. What is Financial Life Planning?
The Financial Life Planning method is based on the premise that financial advisers should first discover a client’s most fundamental goals in life and then prepare a financial strategy to fully support those goals. Many people haven’t thought much about their dreams, or else they remain firmly in the dream realm. We help you to articulate your goals, make them realistic and then implement a financial plan to achieve them. (www.kinderinstitute.com)
Bespoke has partnered with Fundhouse Investment Advisers to help to achieve your wealth management strategic plan. Fundhouse is an established industry expert in the field of fund research and investments, and offers a customised service which allows us to implement our advice in the most efficient way possible.
Together with Fundhouse we have developed a bespoke range of ‘Model Portfolios’ which represent the best investment view and the most appropriate way to implement our financial planning advice. This is based on Fundhouse’s extensive and independent research process and portfolio construction expertise.
FPI - Financial Planning Institute of Southern Africa
As a CERTIFIED FINANCIAL PLANNER®, Kim is a member of the Financial Planning Institute FPI (Membership Number 5398) and subscribes to a Code of Ethics and Professional Responsibility.
The Financial Planning Institute of Southern Africa (FPI) is the leading independent professional body for financial planners in South Africa. Through their global partnership with FPSB, along with other over 20 other countries, they are the only institution in Southern Africa able to offer the CFP® certification.
Kim Frost is a member of SAIT, which guarantees access to the latest tax updates and alerts that would affect your tax return submissions.
The South African Institute of Tax Professionals (SAIT) is the largest of the professional tax bodies in South Africa, and seeks to enhance the tax profession by developing standards in education, compliance, monitoring and performance. SAIT contributes to the development of world class professional practises and people.