Our story

To truly understand someone’s life circumstances, you have to put yourself in their position.

You need to think deeply about what got them to where they are today, what opportunities present themselves where they are now, and what dreams they have for their future. You need to understand what motivates them; what the driving force is behind their behaviours and then use that to help them reach their goals.

Financial solutions are perceived to be clinical. Detached. Black and white. Devoid of emotion. It is anything but…

Because at Synergy we have people behind our funds and we can bring clarity, make sense of your situation and provide a way forward. Doing all we can to not only understand your situation, but to make your goal, our goal.

Our select multi asset managers enable us to create bespoke portfolio solutions in synergy with every step of your unique life stage.

We use our financial understanding and expertise to make the complicated, simple. All of this for one thing: the right solution for you.

Synergy.
Your Financial Solution.

Our story

To truly understand someone’s life circumstances, you have to put yourself in their position.

You need to think deeply about what got them to where they are today, what opportunities present themselves where they are now, and what dreams they have for their future. You need to understand what motivates them; what the driving force is behind their behaviours and then use that to help them reach their goals.

Financial solutions are perceived to be clinical. Detached. Black and white. Devoid of emotion. It is anything but…

Because at Synergy we have people behind our funds and we can bring clarity, make sense of your situation and provide a way forward. Doing all we can to not only understand your situation, but to make your goal, our goal.

Our select multi asset managers enable us to create bespoke portfolio solutions in synergy with every step of your unique life stage.

We use our financial understanding and expertise to make the complicated, simple. All of this for one thing: the right solution for you.

Synergy.
Your Financial Solution.

Our story

To truly understand someone’s life circumstances, you have to put yourself in their position.

You need to think deeply about what got them to where they are today, what opportunities present themselves where they are now, and what dreams they have for their future. You need to understand what motivates them; what the driving force is behind their behaviours and then use that to help them reach their goals.

Financial solutions are perceived to be clinical. Detached. Black and white. Devoid of emotion. It is anything but…

Because at Synergy we have people behind our funds and we can bring clarity, make sense of your situation and provide a way forward. Doing all we can to not only understand your situation, but to make your goal, our goal.

Our select multi asset managers enable us to create bespoke portfolio solutions in synergy with every step of your unique life stage.

We use our financial understanding and expertise to make the complicated, simple. All of this for one thing: the right solution for you.

Synergy.
Your Financial Solution.

Why you should diversify

Our products

-Multi Manager Portfolios-

Synergy Cash-In Fund

Synergy Flexible Income

Synergy Ci Conservative Fund of Funds

Synergy Ci Moderate Fund of Funds

Synergy Ci Growth Fund of Funds

Synergy Ci Global Flexible Growth Feeder Fund

-Global Share Portfolios-

Synergy Global Cautious Portfolios

Synergy Global Moderate Portfolios

Synergy Global Growth Portfolios

Synergy Global Share Portfolios

-Local Share Portfolios-

Synergy SA Cautious Share Portfolios

Synergy SA Moderate Growth Share Portfolios

Synergy SA Growth Share Portfolios

Synergy SA High Growth Share Portfolios

Synergy Local Share Portfolios

Who we are

Who we are

Who we are

Financial Director

Hylton Rosen

Compliance Director

Greg Jarvis, CFP®

Marketing Director

Malcolm Warner 

Chairman & Director

Rodney Kotton, CFP®

Member

Leigh-Ann Simpson

Key Individual & Member

Kyle Bosman, CFP®

Key Individual & Member

Dino Spolidoro, CFP® (PGDFP MBA BBA)

Managing Director & Member

Mike Beder, CFP® (TEP)

Member

Sean Holmes, FSA™

Financial Director

Hylton Rosen

Designation:Financial Director & Member of Synergy Investment Committee

Brokerage:Glanville Financial Services

Contact number:083 226 2005

Email Address:grumpy@global.co.za

Website:www.glanvillefinancial.co.za

Compliance Director

Greg Jarvis, CFP®

Designation:Compliance Director & Member of Synergy Investment Committee

Brokerage:Greg Jarvis

Contact number:084 341 2633

Email Address:greg@greg-jarvis.co.za

Marketing Director

Malcolm Warner 

Designation:Marketing Director & Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:083 601 9009

Email Address:malcolm@afswealth.co.za

Website:www.afswealth.co.za

Chairman & Director

Rodney Kotton, CFP®

Designation:Chairman & Director of Synergy & Member of Synergy Investment Committee

Brokerage:Cherrod

Contact number:082 829 9970

Email Address:rodney@cherrod.co.za

Member

Leigh-Ann Simpson

Designation:Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:083 635 8867

Email Address:leigh@afswealth.co.za

Website:www.afswealth.co.za

Key Individual & Member

Kyle Bosman, CFP®

Designation:Key Individual & Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:074 103 2374

Email Address:kyle@afswealth.co.za

Website:www.afswealth.co.za

Key Individual & Member

Dino Spolidoro, CFP® (PGDFP MBA BBA)

Designation:Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:083 324 0656

Email Address:dino@afswealth.co.za

Website:www.afswealth.co.za

Managing Director & Member

Mike Beder, CFP® (TEP)

Designation:Director & Member of Synergy Investment Committee

Brokerage:Thelans

Contact number:083 676 3502

Email Address:mike.beder@icloud.com

Member

Sean Holmes, FSA™

Designation:Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:072 844 6471

Email Address:sean@afswealth.co.za

Website:www.afswealth.co.za

Financial Director

Hylton Rosen

Compliance Director

Greg Jarvis, CFP®

Marketing Director

Malcolm Warner 

Chairman & Director

Rodney Kotton, CFP®

Member

Leigh-Ann Simpson

Key Individual & Member

Kyle Bosman, CFP®

Key Individual & Member

Dino Spolidoro, CFP® (PGDFP MBA BBA)

Managing Director & Member

Mike Beder, CFP® (TEP)

Member

Sean Holmes, FSA™

Financial Director

Hylton Rosen

Designation:Financial Director & Member of Synergy Investment Committee

Brokerage:Glanville Financial Services

Contact number:083 226 2005

Email Address:grumpy@global.co.za

Website:www.glanvillefinancial.co.za

Compliance Director

Greg Jarvis, CFP®

Designation:Compliance Director & Member of Synergy Investment Committee

Brokerage:Greg Jarvis

Contact number:084 341 2633

Email Address:greg@greg-jarvis.co.za

Marketing Director

Malcolm Warner 

Designation:Marketing Director & Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:083 601 9009

Email Address:malcolm@afswealth.co.za

Website:www.afswealth.co.za

Chairman & Director

Rodney Kotton, CFP®

Designation:Chairman & Director of Synergy & Member of Synergy Investment Committee

Brokerage:Cherrod

Contact number:082 829 9970

Email Address:rodney@cherrod.co.za

Member

Leigh-Ann Simpson

Designation:Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:083 635 8867

Email Address:leigh@afswealth.co.za

Website:www.afswealth.co.za

Key Individual & Member

Kyle Bosman, CFP®

Designation:Key Individual & Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:074 103 2374

Email Address:kyle@afswealth.co.za

Website:www.afswealth.co.za

Key Individual & Member

Dino Spolidoro, CFP® (PGDFP MBA BBA)

Designation:Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:083 324 0656

Email Address:dino@afswealth.co.za

Website:www.afswealth.co.za

Managing Director & Member

Mike Beder, CFP® (TEP)

Designation:Director & Member of Synergy Investment Committee

Brokerage:Thelans

Contact number:083 676 3502

Email Address:mike.beder@icloud.com

Member

Sean Holmes, FSA™

Designation:Member of Synergy Investment Committee

Brokerage:AFS Wealth (Pty) Ltd

Contact number:072 844 6471

Email Address:sean@afswealth.co.za

Website:www.afswealth.co.za

Contact us

Tel: 0843412633

Email: info@synergymm.co.za

Address: 14 Frans Hals Str, Petervale

Sandton, 2151

Contact us

Tel: 0843412633

Email: info@synergymm.co.za

Address:14 Frans Hals Street, Petervale

Sandton, 2151

Contact us

Tel: 0843412633
Email: info@synergymm.co.za
Address:14 Frans Hals Str, Petervale, Sandton, 2151