Terms and Conditions

Terms & Condition

  • Please note that you are paying for a consultation with a financial planner and not for your financial plan.
  • A financial planner will contact you within a maximum of 2 working days to book a 1-hour consultation session. The consultation session with the planner will include an assessment of your financial goals and collection of personal financial information.
  • Post the consultation, the financial planner will send an estimate of the financial planning fees.
  • The consultation fees are non-refundable. Should you proceed with the financial planning services, the consultation fees can be adjusted against the financial planning fees if availed within one month.

Refund & Cancellation Policy

  • The consultation fees are non-refundable and non-cancellable. Should you proceed with the financial planning services, the consultation fees can be adjusted against the financial planning fees if availed within one month.
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