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Investment minimums

>R5m

Kim Frost

I am a Certified Financial Planner, Registered Life Planner, and founder of Bespoke Financial Services. I have more than 20 years in the investment industry, with post-graduate qualifications in portfolio management, asset allocation, and estate planning. I have completed the Graduate Programme in Advanced Taxation from the University of Pretoria and am a registered Tax Practitioner and a member of the SA Institute of Tax Professionals.

I have been admitted as a Fiduciary Practitioner with the Fiduciary Institute of South Africa. I am also a Registered Life Planner with the Kinder Institute. I am trained to discover a client's most fundamental goals in life before formulating a financial plan, so a client's finances fully support those goals. I am committed to the ongoing development of professionalism in the financial services industry. As a registered financial services provider and member of the FPI, I stringently adhere to the ethics of both institutions, and honesty and integrity principles are consistently applied in Bespoke and all dealings with clients and investment companies.

167 Barry Hertzog Ave, Emmarentia, Randburg, 2195, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

+27 XXX XXXX

hello@t****************o.za

Reveal contact details

Kim Frost

I am a Certified Financial Planner, Registered Life Planner, and founder of Bespoke Financial Services. I have more than 20 years in the investment industry, with post-graduate qualifications in portfolio management, asset allocation, and estate planning. I have completed the Graduate Programme in Advanced Taxation from the University of Pretoria and am a registered Tax Practitioner and a member of the SA Institute of Tax Professionals.

I have been admitted as a Fiduciary Practitioner with the Fiduciary Institute of South Africa. I am also a Registered Life Planner with the Kinder Institute. I am trained to discover a client's most fundamental goals in life before formulating a financial plan, so a client's finances fully support those goals. I am committed to the ongoing development of professionalism in the financial services industry. As a registered financial services provider and member of the FPI, I stringently adhere to the ethics of both institutions, and honesty and integrity principles are consistently applied in Bespoke and all dealings with clients and investment companies.

   Visit website

Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

167 Barry Hertzog Ave, Emmarentia, Randburg, 2195, South Africa

Get directions

Contact details:

+27 XXX XXXX

hello@t****************o.za

Reveal Contact Details

About

About Bespoke Financial Services CC

At Bespoke we offer a range of financial planning services including investment portfolio construction, ongoing portfolio maintenance and review, retirement planning, estate planning, and tax advice. We ensure we understand your current situation as well as future aspirations and pride ourselves on delivering peace of mind through independent advice. As a client, we place you in control of your financial future through an individually tailored financial plan.

The unique personalised approach of Bespoke Financial Services provides you with continuity and consistency, based on absolute transparency, trust, and integrity, whilst achieving your investment objectives. Our history of developing close long-term relationships with our clients enables us to act in partnership with you to provide you with professional guidance for the ongoing management of all aspects of your finances.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.