Office closed for the Festive Season
Dear Client We would like to thank you for your continued support through 2018, and look forward to the year ahead! Please note that our office will be closed for the festive season from 14 Dec 2018 to 7 Jan 2019. May you have a blessed time with family and friends....
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Lower your marginal tax rate by contributing to a RA
Momentum financial planning does a comparative example of two individuals, one contributing to a retirement annuity, and the other who does not....worth the read, and worth contacting us so we can assist you in selecting the RA that is right for you. DOWNLOAD FILE...
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Reap the benefits of a retirement annuity (RA)
Reap the benefits of a retirement annuity (RA) RAs have proven to be beneficial savings vehicles for many clients, because it encourages disciplined savings with accompanying tax incentives as well as a number of other benefits: Contributions reduce the client’s...
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What is SA’s most sugary drink?
Probably not something you'd expect to find in our news feed...but interesting non the less. Especially when it comes to your health, and this is where Fortunate Brokers comes in...Health - Medical Aid - Life Insurance...give as a...
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FUNDAMENTALS – The News Magazine of the Old Mutual Group
We thought this could be a good read... simply click on the link below to download the file. FUNDAMENTALS: Jan-2017 ...
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So how much does a first year at university cost in 2016?
The #Feesmustfall campaign gained a lot of publicity in 2015/2016 and although inroads have been made, unfortunately students still have to pay for tertiary education. And as parents we eed to be able to sufficiently make provision for this. Each university should...
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Cover that GAP!
You expect your medical scheme to cover all costs should you ever be hospitalised. Unfortunately, this will more than likely not be the case…
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Lower your marginal tax rate by contributing to a RA
A very insightful explanation of the tax benefits of contributing to a RA.
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“Blood on the streets”
Baron Rothschild said the famous words: "The time to buy is when there is blood on the streets" and Deon Gouws, CIO of Credo Wealth took that sentence and wrote this interesting article about the volatile times the markets has seen recently. Fortunate Brokers shares...
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The Sandwich Generation
Here is an interesting read about the so-called Sandwich Generations, referring to the generation of adults who support both children and ageing parents. There is definitely a heavy burden on these households who start to reel from multiple price and economic shocks...
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Only 1,1% of Life Insurance claims not paid out
Beneficiaries of Life Insurance Policies received more than R10,3 Billion in 2014. According to the Association of Savings and Investments of South Africa (ASISA), more than 98,9% of claims was paid out during this period. Even though the percentage of claims...
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Fortunate Brokers on the Web
We are excited to bring you our brand new website, giving you basic information about Fortunate Brokers, as well as important documents that can be downloaded for your convenience. You can simply click on the Downloads page and access all the important documentation...
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458 Judith Street, Waterkloof Glen, Pretoria
T: 012 998 5309
C: 083 399 6219
F: 086 514 8207
Fortunate Brokers is a authorized financial services provider FSP no 34853.