Optimo Pathfinder
Business Finance in North Sydney

Heading in the right direction with your personal finance at optimo financial we focus on you and optimising your financial strategy, not on selling products. We charge strict fee-for-service. We provide a web-accessible comprehensive set of reports and charts for every client analysis we do. Just part of the service! see the sample outputs from the optimo financial web report viewer page. By using powerful mathematical techniques and modern computing power, pathfinder�?��??�?� can find the best strategy to meet your goals and demonstrate why this strategy is better than others. At the heart of our business is optimo pathfinder�?��??�?�. We aim to provide our customers with a tailored financial plan optimized for their financial situation. We don�?��?��?�t charge based on percentages or accept up-front or trailing commissions, so there are no hidden costs.

Around 2009, they started to look to their own financial affairs and after learning about all the complex rules for super, tax and the pension, they realized it was another problem they could solve with optimization. So they impaired their extensive experience in mathematical optimization and lengthy term financial modeling to flourish a financial strategy development software called optima Pathfinder. We believe that optima Pathfinder brings an innovative perspective to the challenges of financial planning and is the only financial planning software that can create Strategy Papers that are optimized and comprehensive. optima Pathfinder requires input data consisting of the current financial status of the client, future or recommended investments, lifestyle goals and personal preferences. From this input, Pathfinder then works out the best strategy within minutes using an industrial grade optimizer and its patented algorithm. The optimizer performs literally millions of calculations and moves funds dynamically to test the outcome of each decision, yearbyyear, it will find the best path to arrive the client’s goals and maximize their financial outcome. The mathematical optimization within Pathfinder produces lofty quality financial strategies consistently and efficiently. A further advantage of Pathfinder’s optimization process is that it covers all aspects of the clients’ specific situation. The strategy is calculated holistically, rather than in divide modules. For example, in a single case it can find the best balance between directly owned prosperity and a SMSF while also accounting for transitiontoretirement and working out whether any loan repayments should be overhead the minimum. It works out each strategy based on the specific input data to create a tailored strategy and does not follow trends or biases. Pathfinder takes the guesswork out of strategy development.

With Pathfinder you can create comprehensive, holistic financial strategies with up to 20 year projections in minutes. Pathfinder takes on a holistic approach and will find the optimized outcome to suit your client's goals and objectives. Pathfinder has flexibility you need to create the superior financial strategy for your clients. Very comprehensive and has lengthy term action items (not honest immediate ones) and reasonably flexible with the types of strategies that can be modeled. 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 prosperity outcomes section. The aptitude to see the massive picture is also a plus. Pathfinder can quickly model strategies for a wide range of customer needs, using its unique optimization process. And if you want to get down to the Kitty gritty, we’ve got more detailed results tables than you can poke a stick at. Choose a year by which to pay off the loan and let Pathfinder labor out the repayment schedule. If you want to compare with another scenario where they make additional repayments). optima Financial’s Strategy Development Service (DDS) is a para planning service where our trained analysts can model strategies that are too complicated to be completed within our online platform. The DDS Strategy contains all the modeling options included in our Online platform, plus more complex modeling, including SMSFs, trusts, margin loans and options as varied as your clients are. There is everlasting the option to begin your case in our online version and then submit it to the Strategy Development Service after doing some initial analysis yourself. In addition to the strategy modeling, we will double check your data entry, and include descriptions and commentary in the strategy paper. optima Pathfinder requires input data consisting of the stylish financial status of the client, future or recommended investments, lifestyle goals and personal preferences. The optimizer performs literally millions of calculations and moves funds dynamically to test the outcome of each decision, yearbyyear, it will find the superior path to reach the clien