Entering Data in Pathfinder

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General data entry tips

  • To start editing a case, you first need to add one. For more information, see How to create a new case.
  • Before you start entering data in Pathfinder, you may find it helpful to read How to navigate in a case.
  • Every time you finish entering data in a field, it will be saved automatically.
  • If you log out, the data you have entered will be saved so you can return to it later.

Entering data in the Current situation step

In the Current situation step, you should enter the details for items that the clients already have. It is similar to the information that you collect in a fact find.

Sub-stepWhat can be entered here (click links for more details)
Personal details

At the Personal details step, you can enter details for the following:

Assets & Loans

At the Assets & Loans step, you can enter details for directly owned assets:

And you can enter the following direct liabilities:

Super & Trusts

At the Super & Trusts step you can enter details for the following:

Insurance

At the Insurance step, you can enter details for existing Life insurance products (Income protection, Life/TPD, Trauma).

For more see Insurance.

Entering data in the Cash flows & Goals step

At the Cash flows & Goals step, you can:

  • Make one or more scenarios
  • Add income and expenses
  • Set options for the items you entered in the Current situation step (e.g sell property)
  • Add new items (e.g. a new superannuation fund)

Sub-stepWhat can be entered here (click links for more details)
Top section
  • Scenario name field - Give the scenario a descriptive name
  • Scenario notes - put notes about the scenario, such as how it is different from the another scenario
  • Scenario description (for customer) - notes about the modelling and results that you would like included the the results documents.
  • Analysis years - choose how many years you want to do the analysis for. For more, see How to set the number of years for analysis
  • Duplicate the scenario so you can run another scenario for comparison. For more see How to make another scenario for comparison
Cash flowsAt the Cash flows sub-step, you can enter details for:
Review Assets & Loans

At the Review assets & loans sub-step, you can set options for the items you entered at the Current situation > Assets and loans step (e.g. sell existing property) and also add new directly owned items. (e.g. invest in shares/managed fund).

For more information, see the page for the relevant item:

Cash reserve

At the Cash reserve sub-step, you can set a Cash reserve goal to keep aside funds for emergencies.

Retirement planning

At the Retirement planning sub-step, you can:

  • Set the retirement age/date
  • Set options for super contributions and pensions

For more information, see Retirement planning goal (super contributions and pensions)

Review super funds & SMSFs

At the Review super funds sub-step, you can:

  • Set options for existing super funds and SMSFs
  • Add new super funds or a new SMSF

For more information see Superannuation and SMSF (Self-Managed Super Fund)

Review insurance

At the Review insurance sub-step, you can:

  • choose when to close existing insurance
  • add new insurance.

For more information, see Insurance

Review TrustsAt the Review trusts sub-step, you can add instructions for our analysts when you submit the case to the Optimo Financial SDS.

For more information about scenarios see Tips for creating scenarios. Once you have entered your data, you can solve the scenario to get results and then go to the Results step.


Related pages

Other pages for getting started

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