Create holistic

financial strategies

in minutes

Online Strategy Development for Australian Financial Advisers

Register me for a FREE Private Beta Login

Access to the Closed Beta is by invitation only. Requests accepted until 30th August 2016




(goodbye disconnected modules)

Optimo Pathfinder's online modelling includes the following options:

  • Cash flow modelling

  • Transition to retirement optimisation

  • Non-concessional super contributions

  • Salary sacrificing

  • HECS/HELP debt repayments

  • Super rollovers

  • Property investment analysis

  • Automatic tax minimisation

  • Saving for future expenses

  • Account based pensions

  • Centrelink payments optimisation
  • Loan repayments

Self Managed Super Funds and other more complex strategies can be modelled through our premium Strategy Development Service

About Private Beta

- Get limited trial login to Optimo Pathfinder (it will be sent within 1 working day)

- One FREE case with unlimited solves

- Opportunities to unlock more free cases

- The option to submit your cases to our paid strategy development (paraplanning) service

- Be one of the first to know about our official launch