The Kloof – Block B – Office 8
32 Kloof Road
Bedfordview
2008
Medical Aid & Gap Cover Specialist
BCom Economics and Risk Management
Alice heads up our medical aid and Gap Cover division to provide a specialised experience to clients. Alice has a wealth of experience in the Financial Advisory field and has been in the industry since 2018, working for many prestigious companies such as PSG Wealth and Insure, Discovery and Attooh. Alice believes that knowledge is an important part of her evolution and continues to expand her knowledge base by attending regular training seminars, staying abreast of the changes in the medical aid industry and being inquisitive of what is going on around her. Alice obtained her Degree in BCom Economics and Risk Management in 2018 at the North-West University. To Alice it is of utmost importance to add constant value to clients and their businesses, so she ensures she stays up to date on legislation, taxation, products, practices, and industry trends.
Representative, Paraplanner
BCom Insurance & Risk Management and Marketing
Joshua completed his Bachelor of Commerce degree in Insurance & Risk Management and Marketing at the University of Witwatersrand in 2020. Joshua has been Kyle’s right-hand man since 2021 and assists him with all the financial planning needed for his clients.
Director, Key Individual, Financial Advisor
Certified Financial Planner CFP®, MBA, PGDFP, BBA
Dino Spolidoro is a Certified Financial Planner (CFP®) and co-founder of Synergy Financial Planning, bringing over 12 years of industry experience to his role. He believes financial planning extends beyond numbers and technicalities—it’s about creating a balanced and fulfilling life. Dino is committed to guiding clients through their unique financial journeys by delivering clarity and confidence, enabling them to focus on what truly matters to them and their families. His holistic and client-centered approach ensures tailored solutions that empower success in every aspect of their financial lives.
Director, Financial Advisor
Advanced Certificate in Financial Planning, FSATM
Sean is a co-founder of Synergy Financial Planning, with 15 years of experience in financial planning. He has developed a deep understanding of personal and business finance, helping individuals and organisations navigate the complexities of wealth management, retirement planning, tax strategies, investment opportunities, and risk management. His approach is rooted in a holistic view of each client’s financial life, taking into consideration their unique goals, values, and circumstances. He is committed to providing clear, personalised strategies that empower clients to make informed decisions and achieve financial independence.
MD, Key Individual,
Financial Advisor
Bcom Finance, Bcom Hons Financial Planning,
Certified Financial Planner CFP®
Kyle is a seasoned financial professional with 14 years of industry experience, including 5.5 years as Managing Director of AFS. He is a Certified Financial Planner (CFP®) and co-founder of Synergy Financial Planning. He serves as a Key Individual for Synergy Multi Managers and a Non-Executive Director for SMM Global, playing an integral role across various business ventures.
MD, Key Individual,
Financial Advisor
Bcom Finance, Bcom Hons Financial Planning,
Certified Financial Planner CFP®
Kyle is a seasoned financial professional with 14 years of industry experience, including 5.5 years as Managing Director of AFS. He is a Certified Financial Planner (CFP®) and co-founder of Synergy Financial Planning. He serves as a Key Individual for Synergy Multi Managers and a Non-Executive Director for SMM Global, playing an integral role across various business ventures.