Cookie Policy

This cookie policy explains how zylo-rise.com uses cookies and similar technologies on our investment consultation website to provide portfolio management and financial planning services.

Last updated: May 18, 2025

What Are Cookies

Cookies are small text files stored on your device when you visit our investment consultation website.

These files help us remember your preferences, analyze how you use our financial planning resources, and improve your experience with our portfolio management and asset allocation consultation services. Cookies enable basic website functionality and help us understand which investment strategy content is most valuable to our clients.

Types of Cookies We Use

We use different categories of cookies to support our investment consultation services and enhance your wealth management experience.

Strictly Necessary Cookies

Essential for basic website functionality and security of our investment consultation platform.

Login sessions, form submissions for consultation requests, security tokens for protecting financial planning discussions, and basic navigation functionality for accessing portfolio management resources.

Analytics and Performance Cookies

Help us understand how visitors interact with our investment strategy content and consultation booking system.

Google Analytics tracking for measuring consultation request conversions, page view analytics for investment content, user journey analysis for financial planning resource optimization, and performance monitoring for portfolio management tools.

Functionality Cookies

Enable enhanced features and personalization for your investment consultation experience.

Consultation preference storage, investment calculator settings, personalized content recommendations based on asset allocation interests, and saved financial planning questionnaire responses.

Marketing and Advertising Cookies

Used to deliver relevant investment consultation information and measure advertising effectiveness.

Google Ads tracking for investment consultation campaigns, retargeting pixels for financial planning content, social media integration for wealth management resources, and conversion tracking for portfolio management inquiries.

How We Use Cookies

Cookies support various aspects of our investment consultation services and client experience optimization.

  • Maintaining secure sessions during consultation booking and financial planning discussions
  • Analyzing user behavior to improve investment strategy content and portfolio management resources
  • Personalizing content recommendations based on your asset allocation and retirement planning interests
  • Measuring effectiveness of our marketing campaigns for wealth management services
  • Providing seamless functionality across our investment consultation platform and financial planning tools

Managing Your Cookie Preferences

You have full control over cookie settings for our investment consultation website through multiple management options.

Browser Cookie Controls

Most web browsers allow you to manage cookies through their settings for our financial planning and portfolio management services.

  • Chrome: Settings > Privacy and security > Cookies and site data
  • Firefox: Settings > Privacy & Security > Cookies and Site Data
  • Safari: Preferences > Privacy > Manage Website Data
  • Edge: Settings > Privacy, search, and services > Cookies and site permissions

Disabling necessary cookies may affect functionality of our investment consultation booking system and access to financial planning resources.

Third-Party Cookies

Some cookies on our investment consultation website are set by third-party services that support our portfolio management and financial planning operations, including analytics providers, payment processors for consultation fees, and marketing platforms for wealth management content delivery.

Cookie Policy Updates

We may update this cookie policy to reflect changes in our investment consultation services, legal requirements, or cookie usage for portfolio management and financial planning features.

Cookie Policy Questions

For questions about our cookie policy or privacy practices related to investment consultation services, please contact our support team.

zylo-rise.com

Level 12, 45 Collins Street, Melbourne, VIC 3000, Australia

info@zylo-rise.com

+61 7 3317 3155