New Client Questionnaire Landing Page

www.pivix.io/page/new-client-questionnaire-landing-page

New client onboarding · about 4 minutesWelcome aboard. Let's start your plan with what matters to you

Seven short questions about your situation, goals and timeline. No paperwork yet: your answers help us prepare a first meeting that is about you, not about forms.

How onboarding works

Three clear steps from today to your personal plan.

Answer seven questions

Rough answers are fine. Detailed figures come later, together with your adviser.

We review and prepare

Your adviser looks at your answers and prepares the right first conversation for you.

Your first meeting

We walk through your situation, answer your questions and agree on the next steps together.

What we look at

Good advice starts with understanding your life, not just your numbers.

Where you are today

The pensions, savings, property and responsibilities that make up your current picture.

Where you want to go

The goals that matter to you, from retirement to protecting your family.

When it matters

Your next milestones, so we can focus on what is time-sensitive first.

Good to know

Do I need exact figures?

No. Rough answers are enough at this stage. We go through the details together in your first meeting.

Is this already financial advice?

Not yet. The questionnaire helps us prepare. Advice is given once we understand your full situation.

How is my information protected?

Your answers are stored securely and handled according to the privacy policy linked below. They are only used to prepare your advice.

What if my situation is complicated?

That is exactly why we ask first. The more we know before we meet, the more useful your first meeting will be.

A few minutes now for a plan that fits your life.

Welcome Aboard: a short first step so your financial plan starts from what matters to you.

This is a live preview you can click through. Create a free account to make it yours with your own questions, scoring and branding.