Terms & Conditions

Overview

  1. Please be aware that the payment you make is specifically for a consultation with a financial planner and does not cover the cost of your financial plan itself.
  2. Within a maximum of 2 working days, a financial planner will reach out to you to schedule a 1-hour consultation session. During this session, the financial planner will carefully assess your financial goals and gather essential personal financial information.
  3. After the consultation, the financial planner will provide you with an estimate of the financial planning fees involved.
  4. Kindly note that the consultation fees are non-refundable. However, if you decide to proceed with the financial planning services within one month of the consultation, the consultation fees can be applied towards the financial planning fees.

Refund & Cancellation Policy:

  1. The consultation fees you pay are non-refundable and cannot be canceled once the payment has been made.
  2. However, if you choose to move forward with the financial planning services within one month of the consultation, the consultation fees can be adjusted against the financial planning fees.

We understand the importance of these terms and conditions in ensuring transparency and managing expectations throughout the financial planning process. If you have any further questions or concerns regarding these policies, please feel free to contact us for clarification.