Call Us Now

+27(0)12 998 5309

About Us

Fortunate Brokers is an independent brokerage firm.

Working in the Financial Planning industry since 1997. Fourie Kritzinger, the key Individual obtained his CFP (Certified Financial Planner) and also his Advanced CFP qualifications via the UOVS. We can assist you in your total/holistic financial planning journey and are totally independent.

How we do it

Fortunate Brokers partnered with SA Asset Management who is an independent multi-asset investment solutions provider to Independent Financial Advisors (IFAs) such as Fortunate Brokers. The objective is to provide a range of independently compiled wrap fund investment solutions that are made available to any appropriately licenced Category 1 and Category 2 advisors, by providing access to the solutions via a wide range of the largest and most highly recognised Linked Investment Service Provider platforms in South Africa

Service We Offer

Our Services

Fortunate Brokers act as an intermediary on behalf of Hollard, 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.

Our preferred service
providers here are
Momentum and Discovery.

We make use of various products from Sanlam, Old Mutual, Momentum, Liberty and Discovery. We also offer our own MODEL/WRAP solutions.

We do the whole thing! Planning your estate, draft your will and also finalize your estate after death, managing your trust etc.

First we spend a lot of time on what you need. Then we compare the quotes from up to 9 different companies to get you the best deal!

We can assist in quotes from Discovery, PPS and Momentum.

News And Updates

Shared Media