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+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.
Nic Le Roux, has been a CFP (Certified Financial Planner) since 2007.
Madelein Kritzinger has been an RFP (Registered Financial Planner) since 2003.

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 and PSP (Personal Shared Porfolios) via a wide range of the largest and most highly recognised Linked Investment Service Provider platforms in South Africa.

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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, King Price, Bryte and PPS for Short-Term Insurance,  for Discovery Health, Medshield, Momentum Health and Profmed for Health Service Benefits, and Stratum GAP cover as a medical aid shortfall service.

Employee Benefits

Our preferred service
providers here are
Momentum and Discovery.

Local & Off-shore Investments

We make use of various products from Sanlam, Old Mutual, Momentum, Liberty, PPS Investments and Discovery. We also offer our own MODEL/WRAP solutions and PSPs (Personal Shared Portfolios).

Estate Planning & Wills

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

Long Term Insurance

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!

Short Term Insurance

We can assist with quotes from various institutions including Momentum, Discovery Insure, Santam, King Price, Bryte and PPS.

News And Updates

Shared Media

All Media
news-letters

Office closed for the Festive Season

December 10, 2018
news-letters

Reap the benefits of a retirement annuity (RA)

February 9, 2017
news-letters

Lower your marginal tax rate by contributing to a RA

February 13, 2017