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

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

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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(449)

What's Next presented by Old Mutual Corporate - Marvin Nair on investment strategies

What's Next presented by Old Mutual Corporate - Marvin Nair on investment strategies

South Africa’s two-pot retirement system has changed how members engage with retirement savings, but withdrawal timing can have major long-term consequences. Marvin Nair, Old Mutual Corporate Investme...

18 Aug 21min

Zahir Cajee on Samsung's Galaxy Z Fold 8 and AI-powered foldables

Zahir Cajee on Samsung's Galaxy Z Fold 8 and AI-powered foldables

Samsung Galaxy Z Fold 8 devices bring slimmer designs, larger displays, and deeper AI integration to Samsung’s newest foldable smartphone range. Zahir Cajee, MX Lead of Product and Commercial at Sams...

7 Aug 33min

Nicky Downing on responsible AI governance and business trust

Nicky Downing on responsible AI governance and business trust

AI governance is becoming essential as businesses automate more decisions and connect artificial intelligence to sensitive corporate data. Nicky Downing, Founder and Chief Executive Officer at Guidel...

6 Aug 34min

Mirian Lin on enterprise data protection and AI-ready storage

Mirian Lin on enterprise data protection and AI-ready storage

Enterprise data protection is becoming critical as South African organisations adopt AI, expand storage, and defend against ransomware. Mirian Lin, Account Manager at Synology, explains how the compa...

4 Aug 16min

What’s Next presented by Old Mutual Corporate - The future of member engagement beyond Two-Pot

What’s Next presented by Old Mutual Corporate - The future of member engagement beyond Two-Pot

South Africa’s two-pot retirement system is transforming how employees engage with retirement savings, digital tools, and financial education. Michelle Acton, Chief Customer Officer at Old Mutual Cor...

3 Aug 16min

Salvador Anglada on AI-powered financial inclusion in Africa

Salvador Anglada on AI-powered financial inclusion in Africa

AI-powered financial inclusion is helping millions of underserved consumers access credit through alternative data and advanced risk modelling. Salvador Anglada, Chief Executive Officer at Optasia, e...

28 Jul 26min

What's Next powered by Deloitte - Andre Vermeulen on AI, human advantage and the future of work

What's Next powered by Deloitte - Andre Vermeulen on AI, human advantage and the future of work

AI and the future of work are transforming every business—but people remain the biggest competitive advantage. Deloitte explains why organisations that combine human expertise with AI will lead the ne...

17 Jul 22min

Soul Abraham on AI, smarter insurance and the future of customer experience

Soul Abraham on AI, smarter insurance and the future of customer experience

AI is transforming insurance faster than ever. Soul Abraham explains how Old Mutual Insure is using artificial intelligence to improve customer experience, reduce costs and make insurance more accessi...

16 Jul 36min

Populært innen Teknologi

lydartikler-fra-aftenposten
teknisk-sett
tomprat-med-gunnar-tjomlid
smart-forklart
elektropodden
rss-ki-praten
fornybaren
shifter
rss-ai-forklart
teknologi-og-mennesker
rss-bouvet-bobler
rss-alt-som-gar-pa-strom
rss-kunstig-intelligens-med-elisabeth-maren-og-morten
nasjonal-sikkerhetsmyndighet-nsm
rss-fisketimen
rss-alt-vi-kan
rss-polypod
digital-forretningsforstaelse
energi-og-klima
rss-nkom-innsikt