Optimo Financial Pty Ltd

About

Optimo Financial delivers high quality financial modelling and paraplanning services to Financial Planners. We're dedicated to produce the best financial strategy possible using Pathfinder®, our unique strategy development software. Particularly when working with complex cases, Pathfinder® cannot be matched by traditional financial planning techniques or any other software on the market. Our software is especially suitable in situations where a SMSF is advised or considered. The advantages of using Optimo Financial for your paraplanning are:

High quality advice: Pathfinder’s optimisation process covers all aspects of the clients’ situation and accounts for and takes best advantage of all government legislation and rules. Pathfinder takes the guesswork out of strategy development.

Consistent presentation: We have streamlined processes in place to make sure your results are always consistent, including customising Statement of Advice documents to your house style or dealer group requirements.

Experience: We are experts in modelling complex situations with several entities and structures including Self Managed Super Funds, Trusts and transition to retirement situations. We support you with developing an optimised strategy for your client, not just document production.

Scalable to your needs: Whether it’s for all your paraplanning needs or just for timing-consuming complex cases or when you’ve got too many cases to handle, making Optimo Financial’s paraplanning service part of your business will help you service more clients without having to hire more support staff.

How it works

You provide us with your client's details and factfind data through our online Factfinder including the scenarios you like us to model. One of our analysts will import your data into Pathfinder® and after completion provide you with the strategies and results you requested.

After you've discussed the various scenarios with your clients, we can produce a Statement of Advice from the chosen scenario. Our Statement of Advice template can be tailored to your (or dealer group) needs, alternatively you can use our standard Statement of Advice layout.

The strategy development results includes a comprehensive set of reports and charts for every analysis we do. The full range of these reports and charts is viewable on our online Report Viewer and a sub-set of these is included with each Strategy Document and Statement of Advice.