Cookie Policy

Understanding how we use cookies and tracking technologies on quentisarvia.com

Last updated: March 2025

What Are Cookies and How We Use Them

Cookies are small text files stored on your device when you visit our website. At quentisarvia, we use these technologies to enhance your experience with our net worth calculation tools and provide personalized financial insights. Think of them as helpful notes that remember your preferences and make your return visits smoother.

When you're working through complex financial calculations or setting up your investment portfolios, cookies help us remember where you left off. This means you won't lose your progress if you need to step away from your computer or switch between devices during your financial planning session.

How Cookies Improve Your Financial Planning Experience

Our cookie system is designed specifically for serious financial planning. When you're calculating net worth or analyzing investment portfolios, you need tools that understand your workflow and adapt to your planning style.

  • Remember your preferred currency formats and calculation methods between sessions
  • Save partially completed net worth assessments so you can return to them later
  • Track which investment categories you focus on most for personalized recommendations
  • Optimize loading speeds for complex financial calculations and large data sets
  • Provide contextual help based on which tools you use most frequently
  • Maintain security protocols that protect your sensitive financial information

For example, if you regularly update your property values or investment holdings, our system learns this pattern and can pre-load the relevant calculation tools. This saves you time navigating through different sections every time you want to update your financial picture.

Data Retention and Your Control

Different types of cookies stay on your device for different periods. Session cookies disappear when you close your browser, while persistent cookies might stick around for up to 12 months to remember your preferences. We regularly review and clean up stored data to keep only what's genuinely useful for your experience.

You have complete control over your cookie preferences. Most people find that allowing cookies creates a much smoother experience with our financial tools, but we respect whatever choice works best for your privacy comfort level. Your financial calculations will work regardless of your cookie settings, though some convenience features might not be available.

We also use local storage for some features like saving draft calculations or remembering your dashboard layout preferences. This information stays on your device and helps create a consistent experience across your planning sessions.

Managing Your Cookie Preferences

Every browser handles cookies a bit differently. Here's how to adjust your settings in the most common browsers used by our Australian clients:

Chrome

Settings → Advanced → Privacy and Security → Site Settings → Cookies and Site Data

Firefox

Options → Privacy & Security → Cookies and Site Data → Manage Data

Safari

Preferences → Privacy → Manage Website Data → Remove or Remove All

Edge

Settings → Cookies and Site Permissions → Cookies and Stored Data

Third-Party Services and Integration

Some features on our platform connect with external services to provide enhanced functionality. For instance, when we display current market data for investment calculations or integrate with financial institutions for account linking, these services may use their own tracking technologies.

We carefully select these partners based on their privacy standards and relevance to Australian financial markets. However, each service operates under its own privacy policy. We recommend reviewing the privacy policies of any external services you choose to connect with your quentisarvia account.

You can use our core net worth calculation tools without connecting to any external services if you prefer to keep everything contained within our platform. The choice is always yours, and we design our tools to be fully functional regardless of your integration preferences.

Questions About Our Cookie Policy?

We're here to help clarify anything about how we handle cookies and your data.

Email: support@quentisarvia.com

Phone: +61 2 4984 5822

Address: Suite 2 Level 6/68 Grenfell St, Adelaide SA 5000, Australia