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

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Synergy Flexible Income

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Synergy Ci Conservative Fund of Funds

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Synergy Ci Moderate Fund of Funds

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Synergy Ci Growth Fund of Funds

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Synergy Ci Worldwide Flexible Fund of Funds

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-Global Share Portfolios-

Synergy Global Cautious Portfolios

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Synergy Global Moderate Portfolios

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Synergy Global Growth Portfolios

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Synergy Global Share Portfolios

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-Local Share Portfolios-

Synergy SA Cautious Share Portfolios

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Synergy SA Moderate Growth Share Portfolios

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Synergy SA Growth Share Portfolios

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Synergy SA High Growth Share Portfolios

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Synergy Local Share Portfolios

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Who we are

Who we are

Who we are

Hylton Rosen

Financial Director

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

Greg Jarvis, CFP®

Compliance Director

Designation:Compliance Director & Member of Synergy Investment Committee

Brokerage:Greg Jarvis

Contact number:084 341 2633

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

Malcolm Warner 

Director

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:083 601 9009

Email Address:malcolm@afsbroking.co.za

Website:www.afsbroking.co.za

Rodney Kotton, CFP®

Chairman

Designation:Chairman of Synergy & Member of Synergy Investment Committee

Brokerage:Cherrod

Contact number:082 829 9970

Email Address:rodney@cherrod.co.za

Leigh-Ann Simpson

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:083 635 8867

Email Address:leigh@afsbroking.co.za

Website:www.afsbroking.co.za

Kyle Bosman, CFP®

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:074 103 2374

Email Address:kyle@afsbroking.co.za

Website:www.afsbroking.co.za

Dino Spolidoro, CFP® (PGDFP MBA BBA)

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:083 324 0656

Email Address:dino@afsbroking.co.za

Website:www.afsbroking.co.za

Mike Beder, CFP® (TEP)

Director

Designation:Director & Member of Synergy Investment Committee

Brokerage:Thelans

Contact number:083 676 3502

Email Address:mike.beder@icloud.com

Sean Holmes, FSA™

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:072 844 6471

Email Address:sean@afsbroking.co.za

Website:www.afsbroking.co.za

Frank Cline

Managing Director & Member

Designation:Managing Director & Member of Synergy Investment Committee

Brokerage:Universal Life Brokers

Contact number:083 250 9846

Email Address:frank@unilifebrokers.com

Website:www.universallifebrokers.co.za

Hylton Rosen

Financial Director

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

Greg Jarvis, CFP®

Compliance Director

Designation:Compliance Director & Member of Synergy Investment Committee

Brokerage:Greg Jarvis

Contact number:084 341 2633

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

Malcolm Warner 

Director

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:083 601 9009

Email Address:malcolm@afsbroking.co.za

Website:www.afsbroking.co.za

Rodney Kotton, CFP®

Chairman

Designation:Chairman of Synergy & Member of Synergy Investment Committee

Brokerage:Cherrod

Contact number:082 829 9970

Email Address:rodney@cherrod.co.za

Leigh-Ann Simpson

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:083 635 8867

Email Address:leigh@afsbroking.co.za

Website:www.afsbroking.co.za

Kyle Bosman, CFP®

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:074 103 2374

Email Address:kyle@afsbroking.co.za

Website:www.afsbroking.co.za

Dino Spolidoro, CFP® (PGDFP MBA BBA)

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:083 324 0656

Email Address:dino@afsbroking.co.za

Website:www.afsbroking.co.za

Mike Beder, CFP® (TEP)

Director

Designation:Director & Member of Synergy Investment Committee

Brokerage:Thelans

Contact number:083 676 3502

Email Address:mike.beder@icloud.com

Sean Holmes, FSA™

Member

Designation:Member of Synergy Investment Committee

Brokerage:AFS Broking

Contact number:072 844 6471

Email Address:sean@afsbroking.co.za

Website:www.afsbroking.co.za

Frank Cline

Managing Director & Member

Designation:Managing Director & Member of Synergy Investment Committee

Brokerage:Universal Life Brokers

Contact number:083 250 9846

Email Address:frank@unilifebrokers.com

Website:www.universallifebrokers.co.za

Contact us

Tel: (011)781-3341
Fax: (011) 787-7713
Email: info@synergymm.co.za
PO Box 2915, Pinegowrie, 2123
1 Susman Avenue, Blairgowrie, Randburg

Contact us

Tel: (011)781-3341
Fax: (011) 787-7713
Email: info@synergymm.co.za
PO Box 2915, Pinegowrie, 2123
1 Susman Avenue, Blairgowrie, Randburg

Contact us

Tel: (011)781-3341
Fax: (011) 787-7713
Email: info@synergymm.co.za
PO Box 2915, Pinegowrie, 2123
1 Susman Avenue, Blairgowrie, Randburg