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.