Our Team

We are a fast growing, independently owned business with clients all over South Africa and the world.

We offer financial and investment planning advice to private individuals who are, or aspire to be, financially independent. Our advisers hold the internationally recognised (CFP) CERTIFIED FINANCIAL PLANNER certification. Kim Frost started the business in 2001.

​At Bespoke we are a profitable and sustainable business. We have a business that our team can feel proud of, in what we do every day.

We want to create a business that will not only create value for our clients but for our staff too – a business that will outlive the founder. We strive to be one of the key drivers for change in the financial services industry, helping to turn it into a respected profession.

We believe that what our clients want from us is peace of mind, and that as people’s circumstances and the world around them changes all the time, we achieve this with our ongoing adviser-client relationships. This is Bespoke and why we chose our clients.

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Kim Frost

Certified Financial Planner®

CFP®, RLP®, Advanced Postgraduate Diploma in Financial Planning, General Tax Practitioner (SA)™

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Jill McCallum

Practice Manager

RE1
  • General enquiries

  • Compliance

  • Wills

  • Client communication

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Sia Chimbganda

Certified Financial Planner®

Working under Supervision

CFP®, B.Comm (Finance), B.Comm Hons (Financial Management), RE5​
  • Client review meetings and support
  • Wealth Management Reports
  • Retirement reports
  • Investment administration
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Nonhlanhla Dhladhla

Portfolio Manager

B. Comm (Finance) 
  • Estate Planning reports

  • Estate administration

  • New business

  • Additional investments

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Fiona Marais

Investment Schedule Manager

  
  • Manage portfolio schedule

  • Portfolio Valuations

  • Assist Paraplanners

  • Office administration

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Paraplanner

NQF 5 Secretarial Diploma
NQF 5 Montessori Diploma in Early Childhood Education
 
  • Paraplanner

  • Office administration

  • Client review meetings and support
  • Wealth Management Reports

Diane Dickson

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Allie Ncube

Office Administration

RE5​
  • File audits
  • Tax administration
  • Fundhouse mandates
  • Office administration
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Kholu Thamae

Intern Paraplanner

B. Comm Investment Management 
Post-Grad Dip. Financial Planning
  • New business
  • Additional investments

  • Review preparation

  • Portfolio valuations

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Kerry Christie

researcher

BSc (Hons) Microbiology
MSc Biochemistry
  • Policies and Procedures
  • Training

  • Compliance

  • Portfolios

  • Work flows

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Lucia Mbatha

Office Administration

  • Portfolio valuations
  • Office administration
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Derick Ndima

Office Administration

  • Driver
  • Office administration
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Terry Christian

Office Administration

  • Office administration
  • Minutes
  • XPlan administration
  • Assist with client portfolios

Our phenomenal support team!

We are immensely grateful to our support team for keeping Bespoke well-maintained.

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Collin Ndlovu

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Mandisa Mtshizana

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Noxolo Thwani

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Fumani Sibanda

Green Succulent Plant