With Pathfinder you can create comprehensive, holistic financial strategies with up to 20 year projections in minutes and easily convert it into a Statement of Advice (SOA) template
Our online platform includes the following modelling options:
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More complex situations (companies, trusts, etc) can be modelled through our online premium Strategy Development Service (SDS).
Try it yourself
Register your free account here
(and we'll give you a case for free)
How it works
Enter the Details
Run your Scenarios
View the Results


Let Pathfinder do the Maths
Are you still fiddling with Excel?
Pathfinder has flexibility you need to create the best financial strategy for your clients. You simply enter the appropriate lifestyle and strategy options and leave it to Pathfinder to crunch the numbers for you.
Save on plan preparation time
Are you still spending hours on your plans?
When using Pathfinder you simply fill out your client's details and Pathfinder does the rest. Our platform has all government legislation and tax rules built-in, Pathfinder aims to maximise wealth creation and minimise tax payments.
Keep your overheads low
How much are you spending on plan-preparation?
With Pathfinder you don't pay ongoing subscription fees but only pay for what you use. Did we mention pricing starts at $100 per case?
