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How it Works

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The advantages of using Optimo Pathfinder

Explore different goals

Life is more than just one plan.

When will your clients be able to buy their dream home? How much will they have when reaching retirement? Can they afford this long desired around-the-world trip?

Use Optimo Pathfinder to create multiple scenarios and compare the outcomes.

Create Holistic financial plans

Say goodbye to disconnected modules!

Other platforms and sites use separate modules or calculators. Pathfinder takes on a holistic approach and will find the optimised outcome to suit your client's goals and objectives.

Get your results in minutes

Why wait for your results?

Pathfinder produces 20 years of modelling in minutes. With one click your results can be processed into a Strategy Paper or use our extensive reports to add them to your SOA.

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?

Testimonials

L.C.
Financial Planner - Brisbane QLD
Very comprehensive and has long term action items (not just immediate ones) and reasonably flexible with the types of strategies that can be modelled.
D.K.
Financial Planner - Adelaide SA
I like the option to select ‘Robot’ icon as the optimisation button. Adjusting cash flow for a specific or ongoing years is great. The flow of the Strategy Paper is very succinct and clear, particularly with the wealth outcomes section.
P.S.
Financial Planner - Sydney NSW
The simplicity is great. The ability to see the big picture is also a plus. It really does look good and feel fantastic. I am still getting used to it but I like that I’m able to make tweaks to the strategy ands see how it changes the outputs.
M.F.
Financial Planner - Sydney NSW
I appreciate the simplistic approach Pathfinder takes in building scenarios.

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