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






One

Comprehensive

Strategy.

(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