Create holistic
financial strategies
in minutes
Online Strategy Development
for Australian Financial Advisers

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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 Development Service