IFSA’s Frikkie van Loggerenberg on estate planning and financial success

In this episode of What's Next, we welcome Frikkie van Loggerenberg, Head of Investment Strategy and CEO of IFSA. Frikkie shares the fascinating story behind the origins of IFSA and how the company has evolved from its beginnings as an advisory business into a specialized investment management firm with a strong focus on estate planning. He explains why many individuals fall into the trap of “quick and dirty” financial planning, and highlights the importance of building a proper foundation through holistic advice, lifestyle analysis, and long-term strategies instead of simply focusing on products. The conversation dives deep into the role of estate planning as the cornerstone of financial success. Frikkie outlines common mistakes people make—such as not having a will, underestimating liquidity needs, or assuming their estate is too simple to require planning—and explains how IFSA takes a different, independent approach. With a national network of advisers and a client-first philosophy, IFSA helps individuals structure their investments, retirement planning, and estates in a way that aligns with their wishes and safeguards their legacy.