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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.
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HOW WE DO IT • 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 Trekland promise to you... • We commit to service excellence; • To give personal and special attention to each client; • To review the needs of each client |
