Terms of Use

Last updated: March 2024

1. Agreement to Terms

By accessing and using FinPlan's services, you agree to be bound by these Terms of Use. If you disagree with any part of these terms, you may not access our services.

2. Service Description

We provide comprehensive financial planning and advisory services. Our services include investment planning, retirement planning, tax planning, and general financial consultation.

3. User Obligations

Users must provide accurate and complete information when using our services. You are responsible for maintaining the confidentiality of your account information and for all activities under your account.

4. Financial Advice Disclaimer

While we strive to provide accurate financial advice, all recommendations are for informational purposes only. We encourage clients to seek independent professional advice before making significant financial decisions.

5. Intellectual Property

All content, trademarks, and materials on our website are the property of FinPlan and are protected by copyright and intellectual property laws. Unauthorized use is prohibited.

6. Limitation of Liability

FinPlan shall not be liable for any indirect, incidental, special, or consequential damages resulting from the use or inability to use our services.

7. Communication Policy

By using our services, you consent to receive communications from us via email, phone, or other methods. You can opt out of marketing communications while maintaining essential service updates.

8. Termination

We reserve the right to terminate or suspend access to our services without prior notice for violations of these terms or for any other reason we deem appropriate.

9. Governing Law

These terms shall be governed by and construed in accordance with the laws of South Africa. Any disputes shall be subject to the exclusive jurisdiction of the courts in Cape Town.

10. Contact Information

For any questions regarding these terms, please contact us at:

FinPlan
Loop St, Cape Town City Centre
Cape Town, 8000
Phone: +27 65 373 1010
Email: [email protected]