Our pricing is simple and we like it that way.

We don’t have lock-in contracts and you only pay for what you use.

All purchased cases, including bonus ones, must be started within 15 months of purchase.

Each case can be used for 90 days from the day it's started.

Pay As You Go
$100 per case
  • Price per case
  • Purchase cases as you use them
Package 1 - Starter
$1,000 pack of 11 cases
  • Purchase 10 cases - Receive 1 bonus case
  • Save $100

Some necessary legal notes

Optimo Financial grants you the right to access and use the services via the website with the particular user roles available to you according to our agreements. This right is non-exclusive, non-transferable, and limited by and subject to this agreement.  You acknowledge and agree that, subject to any applicable written agreement the user, or any other applicable laws:

  • Optimo Pathfinder is developed for, and only be used by, financial services professionals (financial planners, paraplanners etc),
  • Optimo Financial reserves the right to deactivate or suspend an account if it's of the assumption an account has been setup by anyone other than a financial services professional.
  • The registered user is responsible for all use of the services provided through our website,
  • The Optimo Pathfinder Trial includes one free case, which if not used, will expire 30 days after registration,
  • Free trial cases expire after 30 days - after you started on the case - and are limited to one case per organisation,
  • Purchased cases, (including the bonus cases) have a 90 days expiry.  After expiry,  you will still be able to see the case details, the results, download and use the Strategy Paper and SoA Foundation document, however, you will no longer be able to re-run the case or edit the data,
  • In exceptional situations Optimo Financial can grant an extension on the use date, if you feel you need more time, please request an extension at
  • We will maintain the right to refuse a request for extension at any time and without any given reason,
  • Optimo Financial reserves the right to deactivate logins if we believe multiple logins have been made,
  • Optimo financial reserves the right to suspend or deactivate an account if we believe our platform has been used in an inappropriate way,
  • All advice (including scenarios) prepared through our website remains the responsibility of the financial professional,
  • Optimo Pathfinder is an online financial modelling and projection software. The results produced by the Optimo Pathfinder online platform should be taken as a guidance in the financial planning process and should not be taken as a substitute for financial advice,
  • All reasonable care has been taken in designing and testing Optimo Pathfinder, however, Optimo Financial is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly, by use of our software,
  • Always check and consider seeking independent legal, taxation or other advice to ensure the projections are appropriate for your client’s particular circumstances.