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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/Postgrad Diplomas in Estate & Trust Admin, Adv Taxation, Financial Planning, Estate Planning, Financial Planning Principles of Portfolio Planning and Mngement, Fin Planning Asset Types,Inv Planning

RE1
  • General enquiries

  • Compliance

  • Wills

  • Client communication

Practice Manager

Jill McCallum

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Sia Chimbganda

Certified Financial Planner®

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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B. Comm (Finance)
 
  • Estate Planning reports

  • Estate administration

  • New business

  • Additional investments

Nonhlanhla Dhladhla

Estate Manager

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

  • Review preparation

  • Portfolio valuations

Portfolio Manager

Kholu Thamae

NQF 5 Secretarial Diploma
NQF 5 Montessori Diploma in ECE
 
  • Paraplanner

  • Office Administration

  • Client review meetings and support
  • Wealth Management Reports

Paraplanner

Diane Dickson

RE5​
  • File audits
  • Tax administration
  • Fundhouse mandates
  • Office Administration

Allie Ncube

Office Administration

B. Comm (Financial Management)
 
 
  • New business
  • Additional investments

  • Review preparation

  • Portfolio valuations

Paraplanner

Cullen Wright

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  • Driver
  • Office Administration

Derick Ndima

Office Administration

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  • Portfolio valuations
  • Office administration

Lucia Mbatha

Office Administration

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

  • Compliance

  • Portfolios

  • Work flows

Kerry Christie

Researcher

  • Manage portfolio schedule
  • Portfolio Valuations

  • Assist Paraplanners

  • Office administration

Office Administration

Fiona Marais

BA Hons (Psychology)

Diploma in Advanced Banking

  • Wills
  • Trusts

  • Meeting notes

  • Portfolios

Melanie Aschmann

Administrator

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

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