Return and Refund Policy

At SecurePath, we are committed to providing professional financial planning services tailored to our clients’ needs. Due to the nature of our services, which involve consultations and personalized financial strategies, we have a structured refund and cancellation policy to ensure transparency and fairness.

1. General Policy
Our services involve personalized financial planning, consultations, and strategic recommendations. As these services are customized to each client’s needs, they are generally non-refundable. However, we understand that circumstances may change, and we offer cancellation options as outlined below.

2. 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 within less than 48 hours of the scheduled service may not be eligible for a refund, as time has been allocated for the consultation.
After the Service Begins:

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

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

Completed financial consultations or advisory sessions.
Delivered financial planning reports or strategy documents.
Subscription-based services that have commenced for the billing period.

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

5. 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.

6. Contact Us
If you have any questions regarding our refund and cancellation policy, please contact us:

SecurePath
Address: 32 Belvedere Rd, Claremont, Cape Town, 7708, South Africa
Phone: +27 21 633 7814
Email: [email protected]