 Trekland appreciate that every client’s needs are unique, and that, at times, the wants are more important than the needs.
Financial needs, goals and circumstances change throughout a person’s life; therefore it is important to build a relationship of trust
between the Trekland and the client, to enable Trekland to recommend the most suitable PRODUCTS to the client’s needs.
|
|
|
 • We build trustworthy professional relationships
• We gather the necessary information from our clients
• We identify our clients’ needs and determine their financial goals
• We analyze our client’s circumstances and the information supplied
• We propose recommendations and solutions
• After acceptance, we commit to an action plan and its implementation
|
 • We commit to service excellence;
• To give personal and special attention to each client;
• To review the needs of each client
|
|
