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.
Certified Financial Planner®
Working under Supervision
CFP®, B.Comm (Finance), B.Comm Hons (Financial Management), RE5
New client meetings
Wealth Management Reports
Estate planning reports