Terms & Conditions

1. Acceptance of Terms
By engaging OptiPlan’s services or using our website, you agree to these Terms & Conditions, which govern our relationship. They outline your rights and responsibilities as a client for clarity and fairness. These terms apply upon engagement, and non-agreement means you should not use our services. We strive for transparency in all interactions.

2. Service Description
OptiPlan offers consulting in business planning, financial strategy, retirement consulting, and growth development, tailored to your needs. Service details will be specified in a separate agreement outlining scope and deliverables. We provide data-driven advice, but outcomes rely on your implementation and external factors. Our services do not guarantee specific results like profits.

3. Client Responsibilities
You must supply accurate, complete data, including financial details and goals, to enable effective consulting. This ensures our solutions align with your needs and circumstances. Incomplete information may limit our effectiveness, without refund entitlement. Timely cooperation is essential for successful outcomes.

4. Payment Terms
Payments are due as per your service agreement, typically upfront or in installments, via bank transfer or specified methods. Late payments may incur a 5% monthly penalty, and services may pause until cleared. Fees are in United Kingdom Rand unless otherwise stated. Clear payment terms facilitate smooth project delivery.

5. Intellectual Property
Materials, strategies, and plans created by OptiPlan remain our intellectual property until fully paid. After payment, you gain a non-exclusive license to use them for your business. You may not reproduce or distribute our work without written permission. This protects our expertise while supporting your goals.

6. Limitation of Liability
OptiPlan is not liable for losses or damages from using our services, including those due to market conditions. Our liability is limited to the amount paid for the specific service. We offer informed guidance, but external variables may affect results beyond our control. You assume responsibility for decisions based on our advice.

7. Termination of Services
Either party may terminate an agreement with 14 days’ written notice, per contract terms. If we terminate due to non-payment or breaches, no refunds apply for completed work. Outstanding fees must be settled within 7 days of termination. This ensures a fair and clear conclusion.

8. Contact Us
If you have questions about these Terms & Conditions or our services, we’re here to assist. Understanding these terms supports a productive partnership. Reach out with any concerns or inquiries. Contact us at:

Email: [email protected]
Phone: +44 192 370 0645
Pinner HA5 4FH, United Kingdom