Fortunate Brokers is an independent brokerage firm, providing advice and intermediary services on Long-term Insurance, Short-term Insurance, Retail Pension and Pension fund benefits, Collective Investments as well as Health Service benefits. Fiduciary services includes, Estate Planning, Wills, Trust deed drafting and registration and Deceased Estate administration, for fees and more info see update schedule.
Fourie Kritzinger, a key individual of Fortunate Brokers has a BA Degree from the University of Pretoria; Advanced Diploma in Financial Planning, Estate Planning and Risk Planning with 19 years experience in the Financial Services Industry.
Fortunate Brokers act as intermediary on behalf of Altrisk, AVBOB, Brightrock, Discovery, FMI, Liberty, Momentum, Old Mutual, PPS and Sanlam for Life Insurance and Investments, for Discovery Insure, Santam and PPS for Short-term Insurance, and Discovery Health, Medshield, Momentum Health and Profmed for Health Service Benefits, and Stratum GAP cover as a medical aid shortfall service.
Fortunate Brokers is a member of the Financial Planning Institute of Southern Africa. Member certificate can be downloaded here