Feb 27, 2018, 3:21 PM
When your clients have competing goals and not much cash to spare, the idea that "We cannot do everything at once, but we can do something at once" comes to mind. So, then the question is, how do we chose what to do at once, and what can wait until later?
Dec 13, 2017, 11:52 AM
Ray and Kathy have two young children and want to plan to have enough funds set aside for their expected large education expenses once the children move to secondary school and thence university.
Dec 12, 2017, 12:47 PM
Optimo Financial has today released a new version of its Pathfinder Online platform, which includes modelling options for Insurance Bonds
Sep 5, 2017, 11:10 AM
A popular subject often talked about at family barbecues is; "should mum and dad downsize when they get older?" Often it's assumed that downsizing is the best option moving forward.
Sep 5, 2017, 11:07 AM
Two recurring themes that frequently arise when discussing retirement policy are whether people have sufficient incentive to save for their own retirement and even if they do, will retirees subsequently splurge all their savings on holidays, home, a new car etc and then live off the age pension.
Aug 17, 2017, 1:59 PM
The Optimo Team loves getting feedback. We share it with other team members, we print it off for future reference and sometimes it causes someone to run across the office just to give a high five.
Jul 7, 2017, 3:19 PM
Optimo Financial releases a new online platform to help financial advisers provide clients with holistic, optimised financial strategies.
Feb 21, 2017, 9:00 AM
Optimo Financial has released the new super changes in its Pathfinder Online strategy modelling software.
Sep 14, 2016, 9:00 AM
Aug 10, 2016, 9:00 AM