Frequently asked questions
What exactly will I receive?
Digital products are delivered straight after payment: you'll get an email with a download link, and you can also find your files through your order confirmation. Nothing is posted to you for digital products.
What do I need to open the files?
Our trackers are Excel (.xlsx) workbooks and our guides are PDFs. The workbooks are built in Excel; they will usually open in Google Sheets or Apple Numbers too, but some formatting and charts may look different, so Excel gives the best experience.
Are the numbers in the examples real?
No. Example figures are placeholders so you can see how each tool works. Replace them with your own.
Is this financial advice?
No. Our products are educational and organisational tools. They do not recommend any investment, product or provider, and nothing in them takes your personal circumstances into account. Investments can fall as well as rise, and you may get back less than you put in. For advice, speak to an FCA-authorised independent financial adviser.
Are the tax figures up to date?
UK allowances in our products are for the 2026/27 tax year and were checked against published sources when written. Rules change, so always confirm current figures at GOV.UK.
Can I share or resell the files?
Files are licensed for your personal use only. Please don't share, copy or resell them.
What is your refund policy?
Please see our refund policy for how cancellations and refunds work for digital products.
Something isn't working. Who do I contact?
Email support@capitalcraftwealth.com with your order number and a short description, and we'll help.