Terms & Conditions

2.1
All quotations issued by WealthPro Financial Consultants are valid for thirty (30) days from the date of issue. If the quotation is not accepted within this period, or no written request for amendment or extension is submitted, the quotation will lapse.

2.2
Quotations are provided on the assumption that the client will supply all relevant information and content required to complete the service, unless otherwise agreed.

2.3
Amendments to a quotation may be requested prior to the expiry date. Once amended, the original quotation becomes invalid.

2.4
All quotations are prepared based on the project specifications supplied by the client. WealthPro Financial Consultants reserves the right to revise a quotation if the project specifications change, or if it becomes evident that the information originally supplied was incomplete or unclear.

2.5
Where a client cannot provide a detailed project specification, WealthPro Financial Consultants may charge for the research, planning and scoping required to define the technical requirements of the project. These costs will be billed at the standard hourly rate.

2.6
If project management is required, WealthPro Financial Consultants reserves the right to quote and bill for this service at the standard hourly rate.

2.7
To formally accept a quotation, the client must sign and date the quote and return it via email or by hand within the thirty (30) day validity period. No project will begin until written acceptance has been received.

2.8
If a project remains inactive or dormant for more than six (6) months, WealthPro Financial Consultants reserves the right to adjust the original cost in line with current pricing and hourly rates.

2.9
Project deposits become non-refundable after thirty (30) days if WealthPro Financial Consultants has already commenced with strategy, financial implementation, research or project documentation where the client has not provided input or has placed the project on hold.

3.1
Upon formal acceptance of a quotation, the client must pay a seventy five percent (75 percent) deposit of the total project value. A tax invoice will be issued immediately, and payment must be made via EFT or cash deposit. Cheque payments are not accepted.

3.2
No project will begin until the deposit has been paid in full and the funds have cleared in the WealthPro Financial Consultants business account. Delays in payment may result in missed deadlines, for which WealthPro Financial Consultants cannot be held responsible.

3.3
The remaining twenty five percent (25 percent) balance is due upon completion of the project. Final deliverables and the last phase of the project will only proceed once proof of payment is received and funds have cleared.