Return and Refund Policy

At WealthPath, we provide financial planning services tailored to individual needs. Due to the nature of our services, which involve professional consultation and strategic financial planning, we have a structured refund and cancellation policy to ensure transparency and fairness.

1️⃣ General Policy
As our services involve expert consultations and personalized financial planning, they are considered non-tangible and non-returnable. However, we strive to maintain client satisfaction and offer a clear cancellation and refund structure where applicable.

2️⃣ Cancellation Policy
Clients may request to cancel a scheduled consultation or financial planning service under the following conditions:

Before the Service Begins:

Cancellations made at least 48 hours before a scheduled consultation may be eligible for a full or partial refund.
Cancellations made less than 48 hours before the appointment may not be eligible for a refund, as time has been allocated for the consultation.
After the Service Begins:

Once a consultation has started or a financial plan has been prepared, no refunds will be issued.
If you have concerns regarding the service provided, please contact us at [email protected], and we will review your case.
All cancellation requests must be submitted via email to [email protected].

3️⃣ Non-Refundable Services
The following services are not eligible for refunds:

Completed financial consultations.
Delivered financial planning reports or customized financial strategies.
Subscription-based services that have already commenced for the billing period.

4️⃣ Refund Processing
If a refund is approved, it will be processed within 7-14 business days via the original payment method. A confirmation email will be sent once the refund has been issued.

5️⃣ Modifications to This Policy
We may update this Return and Refund Policy to reflect changes in our services or applicable regulations. Any updates will be posted on this page with an updated effective date.

6️⃣ Contact Us
For refund inquiries or cancellations, please contact us at:

WealthPath
Address: 94 Belvedere Rd, Claremont, Cape Town, 7708, South Africa
Phone: +27 87 150 2713
Email: [email protected]