Refund & cancellation policy
Eligibility, timeframes, and process for refunds, cancellations, and rescheduling of advisory engagements.
This policy covers financial management advisory engagements with Summit Ledger Advisory — consultations, project packs, and monthly stewardship retainers. It does not cover physical products, software licences, or goods we do not sell.
Refund eligibility
- Discovery calls are complimentary; no payment, no refund.
- Prepaid project fees (margin review, forecast pack, owner pay structure, health check) may be refunded in full if you cancel more than five business days before the first scheduled working session.
- Cancellations within five business days of the first session may receive a partial refund of 50% of prepaid fees, unless we agree otherwise in writing.
- No-shows without notice forfeit the prepaid session fee for that booking.
- Monthly stewardship retainers are billed for the upcoming month. Cancel at least seven days before the next billing date to avoid the following month’s fee. The current month is non-refundable once a review session in that month has occurred or materials have been delivered.
Work already started
If we have begun analysing your files or delivered a partial written map before cancellation, we may deduct a fair fee for work completed and refund the balance of prepaid amounts. Purchased materials are uncommon in our model; if you paid for printed packs or couriered documents, those costs are non-refundable once produced.
Deposits
Where a deposit secures a multi-session project, the deposit is applied to the final invoice. Deposits become non-refundable once the first paid working session begins.
Rescheduling
You may reschedule a session once at no charge with at least two business days’ notice. Later reschedules may be treated as a cancellation under the partial-refund rules above.
Refund process and timing
Email info@systemdatapath.digital with your name, engagement type, payment date, and reason. We confirm eligibility within five business days. Approved refunds are returned to the original payment method within ten business days of approval.
Exceptions
- Statutory rights under New Zealand consumer law that cannot be excluded still apply.
- If we cancel a session and cannot offer a suitable alternative within a reasonable time, you may choose a full refund of prepaid fees for the cancelled portion.
Contact for refund requests
info@systemdatapath.digital · +64 9 555 5360 · Level 13, 29 Shortland Street, Auckland 1010.