Triki Beheer

Features Triki Beheer

Who are we and what do we do?We are an independently operating financial consultancy.
And independently in this case means that no bank or insurance company can oblige us.
In other words, our clients are not the banks or the insurers, you are our client!That means that we can fully focus on your interests based on 100% independence.
Whether it is a mortgage, financial planning or risk management, we are concerned with looking after our clients interests as well as possible.We already said it: we are financial advisors.
Our profession is therefore advising and guiding on the enormously broad field of financial services.
That means that we dare to call ourselves a specialist in the following areas:• mortgage advice• retirement provisions• capital growth• risk management to see how all this should be protectedBut the purpose of risk management is not to determine which policies are possible.
The goal is to identify your risks.
Business and / or private.
And then to check whether, and in what way, those risks should be covered.In those cases, we examine what the options are in the market.
What type of policy is required and which insurer supplies it.
As a result, the different solutions must be compared with each other.
On terms and certainly also on price.And when all the risks are identified and the solutions are found, our advice follows.If you follow our advice, we will arrange the proposed solutions.
We request, in close consultation with you, the policies where required or change the existing policies where necessary and then of course check whether the policies such as the insurers that supply are correct.
Even if your circumstances change afterwards, we will always keep your policies up-to-date after extensive consultation with you. It is, of course, very important that you inform us of these changed circumstances.
Because only with sufficient information on your part can we help you to keep your risks transparent and manageable.The course is called "risk management" and we take that very closely.
After all, it is your risks that you let us manage.