Create holistic

financial strategies

in minutes


Online Strategy Development for Australian Financial Advisers


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






One

Comprehensive

Strategy.


(no separate 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


SMSF and other more complex strategies can be modelled through our classic Strategy Advice Development Service

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