Frikkie van Loggerenberg on estate planning, wills, and securing your legacy

Episode notes

In this episode of What's Next, we welcome back Frikkie van Loggerenberg, Head of Investment Strategy and CEO of IFSA. He shares valuable insights into the most common questions clients ask financial advisors, with a strong focus on wills, estate planning, and understanding the true costs involved in winding up an estate. Frikkie highlights why these fundamentals are at the core of sound financial planning and how they connect directly to securing your legacy. The discussion also explores common mistakes people make when relying on DIY solutions or AI for estate planning, and why professional guidance is crucial for peace of mind. Frikkie explains IFSA’s client-first approach, emphasizing planning before products, face-to-face relationships, and ongoing support - including managing estates after clients pass on. Whether your estate is large or small, this conversation underlines why it’s never too early to plan properly.

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