Have you ever done a due diligence assessment of your adviser? Most of us don't know that we CAN even do this... let alone HOW we would do this...

These 21 ultimate client-agenda ‘due diligence’ questions have been designed to provide clients and their appointed Independent Financial Advisors (IFAs) with an opportunity to review a comprehensive range of suitable contractual answers and solutions that will engender the building of a long term financial advisory and guidance relationship!

Effectively, empowering you to do a due-diligence assessment of your adviser.

Our ultimate goal is to promote the value of independent financial advice in a modern financial services market. We believe that IFAs play a crucial role in delivering this advice and helping the public ask better questions will ultimately lead to greater accountability, increased value and deeper fulfillment for everyone.

Clicking on the image will download the full comprehensive PDF, otherwise you can scroll down for an overview of the 21 questions.


With commentary by SAIFAA founder, Derek Smorenburg.

(Members of the public who wish to engage with any of the SAIFAA Members can contact Derek Smorenburg directly: or 082 441 5000)


Interested in joining SAIFAA? Becoming a member is a simple process, please click on the button below to access our membership registration page.


If you want to enhance your value proposition and boost your qualifications, this course will equip you to advise, guide and help your clients, their spouses and families towards a better understanding of, and preparing themselves for, the multitude of realities and challenges of retirement.

+27 (0) 82 441 5000

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