1. Introduction
At EverPlan, we are committed to providing high-quality financial consulting, business advisory, and retirement planning services. Due to the nature of our services, we have a structured policy regarding returns and refunds.
This policy outlines the conditions under which refunds may be considered and the process for submitting refund requests.
2. Refund Eligibility
Since EverPlan provides professional consulting services, refunds are generally not available once a service has been rendered. However, refunds may be considered under the following circumstances:
✅ Service Not Delivered – If a scheduled consultation was not conducted due to an issue on our side, a refund may be processed.
✅ Incorrect Payment Processing – If a duplicate charge or an incorrect transaction occurs, we will issue a refund.
✅ Service Dissatisfaction (Case-by-Case Review) – If a client is unsatisfied with a service due to a justifiable reason, a review will be conducted to assess the situation.
All refund requests must be submitted in writing and will be evaluated on a case-by-case basis.
3. Non-Refundable Services
The following services are non-refundable:
❌ Completed Consultations – Once a financial consultation has been conducted, it is considered a completed service and is non-refundable.
❌ Customized Financial Plans – If a tailored financial or business plan has been delivered, it is non-refundable.
❌ Administrative & Processing Fees – Any fees related to documentation, processing, or administration are non-refundable.
4. Refund Request Process
If you believe you qualify for a refund, follow these steps:
📌 Step 1: Send an email to [email protected] with the subject line: "Refund Request – [Your Name]".
📌 Step 2: Include details of the service provided, the reason for the refund request, and any supporting documents.
📌 Step 3: Our team will review your request within 5-7 business days and provide a response.
📌 Step 4: If approved, the refund will be processed via the original payment method within 7-14 business days.
5. Changes to This Policy
EverPlan reserves the right to update this Return & Refund Policy when necessary. Any changes will be posted on this page with the latest revision date.
📅 Last Updated: [Insert Date]
6. Contact Us
For refund inquiries, please contact us:
📍 Office Address: 80 Camberwell Rd, Crawford, Cape Town, 7770, South Africa
📞 Phone: +27 21 696 7154
📧 Email: [email protected]
🔹 Contact Us – Let’s ensure clarity in every transaction.