Create holistic
financial strategies
in minutes

Online Strategy Development for Australian Financial Advisers


(goodbye disconnected modules)

Optimo Pathfinder's online modelling includes the following options*:

  • Cash flow modelling
  • Non-concessional super contributions
  • HECS/HELP debt repayments
  • Property investment analysis
  • Saving for future expenses
  • Centrelink payments optimisation
  • Transition to retirement optimisation
  • Salary sacrificing
  • Super rollovers
  • Automatic tax minimisation
  • Account based pensions
  • Loan repayments

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