Your calculator inputs stay in your browser

Calculator data

• Calculator inputs are processed locally in the browser.
• PDF reports are generated in the browser and are not uploaded by the report action.
• No cross-device account, cloud sync, or cloud scenario storage is currently offered.

Share links

A calculator share link can include the scenario values needed to restore the page. Anyone who receives that URL may be able to read those values, so remove sensitive information before sharing and avoid using public channels for personal financial details.

Optional local planning data

You can choose to save calculator scenarios, recent calculators, journey progress, and review reminders in this browser. This information stays in local browser storage, is not synced to an account, and is not uploaded by the save or reminder actions.

• A calculator can keep up to six recent saved scenarios for comparison.
• Review reminders appear only when you return to Wealth Planner; they do not use email, push notifications, or a server.
• Use Clear all local planning data on a calculator or Clear local data on the homepage to delete saved planning information from this browser.

Live-data and server requests

Gold and silver pages request a market quote from our server endpoint. Standard hosting logs may record technical request data such as time, route, IP address, user agent, and error status. The request does not include the values entered into the calculator.

Privacy-safe product analytics

We record coarse actions such as a calculator view, first interaction, result completion, scenario comparison, local save or reminder action, journey progress, report action, related-tool click, affiliate placement impression or click, market-data error, and Core Web Vitals rating. These events do not contain calculator values, result amounts, share-link query strings, free text, names, email addresses, cookies, or a persistent user identifier.

• A last-visit timestamp and per-tab marker stay in browser storage and are used only to label a visit as first, same-session, within 7 days, within 30 days, or later.
• Browser Do Not Track and Global Privacy Control signals disable application analytics.
• Standard hosting access logs may still contain technical request metadata and are handled separately from the sanitized product-event record.

Affiliate links

When a clearly labelled affiliate placement is enabled, Wealth Planner records the placement, partner, source calculator route, coarse viewport, and time when the controlled link is used. The redirect record does not contain calculator inputs, result amounts, contact details, cookies, IP addresses, user-agent strings, or a persistent visitor identifier. The partner website then applies its own privacy policy.

Optional partner contact requests

Where a named partner request form is enabled, we collect only the name, phone number or email, city, requested service, preferred contact time, selected partner, source route, and explicit consent shown on that form. We do not attach calculator inputs, result amounts, saved scenarios, tax details, salary, net worth, or other financial values.

Contact fields are encrypted in the lead database and can be viewed only by authorised internal administrators through audited actions. The details are shared with the named partner solely to respond to the request. A configured retention deadline controls deletion; the current default is 180 days unless a shorter approved period is configured for the service.

• Submitting a request is optional and is not required to use any calculator.
• New-lead notifications contain a service summary and protected admin link, not the submitted contact details.
• To request access, correction, or deletion of a submitted request, use the Corrections & Contact page and include the approximate submission date and service without sending financial details.

External links

Source and correction links can open third-party websites with their own privacy practices. Wealth Planner does not control those sites.