Optimo Financial

Optimo Financial is a trailblazing Australian company dedicated to simplifying and optimising the complex world of financial modelling. Established by mathematical modellers Hugh Bannister and Dr. Ken Stocks, Optimo Financial harnesses over 30 years of experience in energy and financial modelling, advisory services, and long-term financial planning.

Our mission is to empower the financial planning industry by offering high-quality, affordable financial advice backed by cutting-edge mathematical optimisation techniques. Our dedicated team is passionate about helping financial advisers optimise their clients' cash flows and achieve maximum net wealth, while saving time and eliminating costly feedback loops.

Our Core Services: Optimising Client Wealth

Optimo Pathfinder is the only Australian financial software that combines comprehensive modelling and optimisation into a single, powerful module. Its sophisticated optimisation engine can handle an extensive range of strategies and goals, ensuring your clients receive the most effective and efficient financial plans tailored to their unique situations.

*Explore and Compare Options*

Pathfinder allows you to easily compare different goals and explore their projected outcomes. By presenting various options and their potential results, you can instil confidence in your clients as they choose the right path for their financial future.

*Present Strategy*

Our software helps you produce a detailed strategy paper, allowing you to obtain approval and feedback from your clients before creating a Statement of Advice (SOA). This streamlined process eliminates costly feedback loops and ensures a well-thought-out and accurate financial plan for your clients.

Optimo Pathfinder: A Trusted Financial Modelling Software

Optimo Pathfinder is a favourite among financial service professionals due to its user-friendly interface and comprehensive financial modelling capabilities. Our clients appreciate the simplicity, intuitiveness, and precision of our software while saving time and making more confident strategy decisions for their clients' success.

Hear what your colleagues are saying:

*"I completed a trial. It exceeded our expectations. The financial planning software was very simple to use, very intuitive, with a step-by-step approach, "* - Aureus Financial, Jackson Millan

*"Optimo Pathfinder has proven to be an invaluable tool in our arsenal. It saves us heaps of time, improves accuracy with pinpoint precision--allowing us more confident strategy decisions that lead towards success for our clients!"* - Finnacle, Prashant Nagarajan

*"The strengths of the product to me are that it's user-friendly, intuitive, and does comprehensive financial modelling."* - Wealth Seekers, Adrian McPhee

*"Optimo Pathfinder is easily the most advanced and most comprehensive strategy financial modelling software that I have found over the years, and I've tried most of them. I couldn't recommend Optimo Pathfinder more."* - BMP Advisory, Lloyd Harris

In conclusion, Optimo Financial is committed to offering top-notch financial modelling software that enhances the workflow of financial advisers and provides the best possible outcomes for their clients. Trusted by industry professionals, Optimo Pathfinder takes the complexity out of financial modelling and offers a powerful and versatile engine to optimise your clients' cash flows and help them achieve maximum net wealth.