Refunds & cancellations

This policy applies to advisory consultations offered by Legacy Path Advisory—including the Succession Roadmap, family governance sessions, ownership transition counsel, and next-gen readiness coaching. It does not cover products, software subscriptions, or physical goods, because we do not sell those.

Discovery calls

Complimentary discovery calls may be cancelled or rescheduled at any time. No payment is taken for these conversations.

Deposits

Multi-session and roadmap engagements typically require a 30% commencement deposit as stated in your proposal. The deposit reserves advisor time and preparation.

Full refund eligibility

You may receive a full refund of fees paid if you cancel in writing before any billed work begins and before the first scheduled interview or session—provided notice arrives at least five business days before that first appointment.

Partial refunds

If work has started (interviews conducted, materials drafted, or sessions held):

• Unused future session fees may be refunded on a pro-rata basis
• Time already spent on preparation, facilitation, or drafting is non-refundable
• The commencement deposit is non-refundable once the first interview or workshop has occurred

Non-refundable items

• Completed sessions and coaching meetings already delivered
• Custom written outputs already issued (draft roadmaps, readiness notes, charters)
• Third-party venue costs booked at your request
• Travel expenses already incurred with your approval

Rescheduling

Auckland meetings and calls may be rescheduled once at no charge with at least five business days’ notice. Shorter notice may forfeit the session fee or deposit portion allocated to that date. On-site visits outside Auckland may have different notice periods stated in the proposal.

No-shows

If participants miss a scheduled session without notice, that session is treated as delivered for billing purposes. We will offer one courtesy rebook where illness or emergency is communicated within 24 hours afterward.

Work already started

Because succession counsel is bespoke, partially completed engagements cannot be “returned.” We will summarise work to date and invoice only for stages delivered under the proposal, subject to the deposit rules above.

Refund process and timing

Email info@nodeindex-core.digital with your engagement reference and reason. Approved refunds are processed to the original payment method within 10 business days of approval. Bank processing times may add several days.

Cancellations by Legacy Path Advisory

If we must cancel due to advisor illness or conflict and cannot provide a suitable substitute or new date, you may choose a full refund of amounts paid for undelivered work.

Questions

Refund requests and billing questions: info@nodeindex-core.digital, +64 9 555 7520, Level 6, 22 Customs Street East, Auckland 1010.