As a Spending Planner and a member of the Spending Planner’s Institute it is my aim to please, but I realise that no matter how hard I try and no matter how good I believe my product might be, there is always the possibility that someone will not be happy with their experience.
- The software we use is provided via a small monthly access fee. Access to the software and the monthly payment can be cancelled at any time but a refund is not possible.
Consultation & Spending Plan Set-Up
- There is no refund on the initial consultation or spending plan set up fee.
- There is no refund on the monthly monitoring program offered but the monthly payments can be cancelled and the service discontinued at any time after our initial agreement has ended with 30 days notice in writing.