Business Details
17 Years
experience
Trusted Financial Modelling Software for Australian Advisers
Optimo Financial was founded in 2009 by Hugh Bannister and Dr Ken Stocks, who brought decades of mathematical modelling expertise to revolutionise financial planning. Our team specialises in developing advanced financial strategy software that combines comprehensive optimisation techniques with long-term financial modelling. With over 30 years of experience in mathematical optimisation for energy and financial sectors, we've created Optimo Pathfinder to address complex superannuation, tax, and pension challenges.Our software empowers Australian financial advisers to deliver high-quality, affordable advice through intuitive cash flow projections and strategy development tools. Trusted by industry professionals, our solutions eliminate time-consuming calculations while maintaining precision in client wealth optimisation. We continue to innovate by integrating cutting-edge mathematical techniques into practical financial planning applications.
Services
Financial Modelling Software
Optimisation Engine
Strategy Development
Client Cash Flow Optimisation
Tech Stack Integrations
Details
- Year established: 2009
Highlights and features
- We have over 30 years of mathematical modelling expertise
- We implement patented optimisation techniques for financial planning
- Our software handles complex superannuation, tax and pension rules
- We provide intuitive tools for client cash flow projections
- Our solutions are trusted by major Australian financial institutions
What people say
User-friendly
Saves heaps of time
Improves accuracy
Most advanced software
Invaluable tool
Services
Financial Modelling Software
Our financial modelling software combines mathematical optimisation with comprehensive strategy development. Designed specifically for Australian financial advisers, it handles complex superannuation, tax, and pension rules while maintaining user-friendly navigation. The software streamlines client cash flow projections and improves decision-making accuracy through advanced algorithmic calculations.
Optimisation Engine
The core optimisation engine applies mathematical techniques to financial planning scenarios. This powerful module automatically calculates optimal strategies for client wealth growth while considering regulatory constraints. Advisers can explore multiple scenarios and compare projected outcomes to identify the most effective solutions for their clients' financial goals.
Strategy Development
Our strategy development tools enable advisers to create comprehensive financial plans. The software produces detailed strategy papers for client approval before Statement of Advice creation, eliminating costly feedback loops. Users can compare different financial goals and their projected outcomes to guide clients towards optimal decisions.
Client Cash Flow Optimisation
This service specialises in projecting and optimising client cash flows over extended periods. The software handles complex financial scenarios while maintaining pinpoint accuracy. Advisers can demonstrate value to clients through visual representations of wealth growth trajectories under different strategic approaches.
Tech Stack Integrations
Our financial modelling engine seamlessly integrates with existing financial advisory technology stacks. The software works alongside other tools used by financial professionals, creating a cohesive ecosystem for comprehensive client financial planning and strategy development.
People
Hugh Bannister
Principal
With over 30 years of mathematical modelling experience, Hugh co-founded Optimo Financial to apply optimisation techniques to financial planning challenges. His expertise in complex system modelling has shaped the core algorithms of Optimo Pathfinder.
Dr Ken Stocks
Principal
As co-founder and mathematical modeller, Dr Stocks brings decades of experience in financial and energy sector optimisation. He developed the mathematical foundations of Optimo Pathfinder to solve complex superannuation and tax planning problems for financial advisers.
Questions
What is Optimo Pathfinder?
Optimo Pathfinder is Australia's most advanced financial strategy development software that combines mathematical optimisation with comprehensive financial modelling for advisers.
How does the software help financial advisers?
It streamlines complex client cash flow projections, improves decision accuracy, and creates strategy papers to guide clients towards optimal financial outcomes.
What makes your software different?
Our patented optimisation engine handles complex superannuation, tax and pension rules while maintaining an intuitive interface for financial advisers.
Is there a trial available?
Many users start with a trial period to experience the software's capabilities before committing to a full subscription.
How do you support users?
We provide comprehensive support through our help resources, training materials, and direct assistance via phone and email.
Can it integrate with other tools?
Yes, our software is designed to seamlessly integrate with existing financial advisory technology stacks and dealer group systems.
