How Onboarding Works for New Clients

Getting started with FinVista follows a clear sequence: an initial call to confirm your goals, a review of your current accounts and documents, a written plan with specific steps, and a scheduled follow-up to adjust as needed. Most clients complete the first three stages within two weeks, depending on how quickly we receive statements and beneficiary forms. You will know exactly what happens next at every point, and nothing moves forward without your approval.

How onboarding works at FinVista

A clear, step-by-step path from first contact to a working plan. No jargon, no pressure, just a practical sequence we follow with every client.

Initial conversation

We start with a 30-minute call to understand your current situation, goals, and any documents you already have. This is a two-way discussion, not a sales pitch. You can ask us anything about our process, fees, or approach.

Document review

After the call, you send us your recent statements, pension details, and any existing investment accounts. We review these to see your full picture. We do not need every document at once — just the essentials to start.

Personalised plan draft

Within two weeks, we prepare a draft plan. This includes your current position, clear recommendations, and the reasoning behind each step. You get a written document you can keep, not just a verbal summary.

Review and adjustments

We go through the draft together, either by video call or in person. You can challenge assumptions, ask for alternatives, and request changes. The plan is yours — we adjust it until it fits your comfort level and timeline.

Implementation support

Once you are happy with the plan, we help you put it into action. This can mean setting up accounts, transferring funds, or simply providing a checklist you can follow on your own. We stay available for questions during this phase.

Ongoing check-ins

Markets change, and so does your life. We schedule regular reviews — typically once a year, or more often if you prefer. These sessions are about keeping your plan aligned with your goals, not about selling new products.

What the Onboarding Process Actually Covers

A clear sequence of steps from your first questionnaire to a documented investment plan, with no pressure and no jargon.

Your Financial Snapshot

We start with a structured questionnaire covering income, expenses, existing savings, and any debt. This gives us a factual baseline before any recommendations are made.

Risk Tolerance Assessment

A short set of scenario-based questions helps us understand how you react to market movements. The result is a documented risk profile, not a guess.

Goal Setting with Real Numbers

We translate vague goals like "retire comfortably" into specific targets: a target income, a time horizon, and a monthly contribution that fits your budget.

Documented Plan and Next Steps

You receive a written summary of your profile, suggested asset allocation, and a list of concrete actions. Nothing is implemented without your explicit approval.

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