Client Survey | Trek Financial

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We are committed to placing the needs of our clients ahead of our own and to caring about you beyond the numbers. That is why your feedback is so important to us.

Please answer the questions below as honestly and candidly as possible.

How satisfied with our understanding of your needs and goals? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

How satisfied with our knowledge of your financial situation? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

Are you satisfied with our understanding of your risk tolerance and risk capacity? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

Do you feel able to ask us questions and receive clear and honest answers? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

How easy it is for you to book an appointment with us? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

How satisfied are you with the frequency we get in contact with you? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

Do you feel that our support staff is helpful and professional? *

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How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

How likely are you to recommend our services to a friend or colleague in need of help with their financial planning? *

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Please leave any comments or concerns you would like us to address.