Optimo Financial provides an online paraplanning and modelling platform which allows financial planners and paraplanners to take advantage of Pathfinder®’s sophisticated modelling without delays and not having to need to learn new software.
Optimo Financial’s principals, Hugh Bannister and Dr. Ken Stocks, began business life as mathematical modellers. For over 30 years they have used mathematical optimisation techniques to build energy and financial models and provide advisory services to a wide range of Australian and international clients including major banks, regulators and government policy advisers. One product, Apollo, is still used by major banks and is used to structure the financing of large infrastructure projects.
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 realised it was another problem they could solve with optimisation. So they used their extensive experience in mathematical optimisation and long-term financial modelling to develop a financial strategy development software called Optimo Pathfinder®.
They believe that Optimo 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 optimised and comprehensive.