Create holistic

financial strategies

in minutes


FREE Online Strategy Development for Australian Financial Advisers

Register me for Beta Access

How our online platform works






Multiple

Comprehensive

Strategies.

(goodbye disconnected modules)


Optimo Pathfinder's FREE online modelling platform 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

Register for Beta


- Exclusive access to our FREE online modelling platform

- Convert your modelling results into a draft SOA (limited features)

- Start with one case and unlock more cases - Free

- Submit your more complex cases to our online paraplanning service

- Be first to be informed about our official launch




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