This guide is a good place to start if you have never used Pathfinder before. You can start from the beginning or skip to the section you're interested in:
Getting started video
Log in to Pathfinder
|Make sure you are using Chrome|
To use Pathfinder, you need to use Chrome as your internet browser. Pathfinder is not compatible with other browsers (e.g. Internet Explorer, Safari) because they can work differently from Chrome and may cause unexpected behaviour when using Pathfinder.
Downloading Chrome only takes a few minutes:
|Check your version of Chrome is up to date|
If you just installed Chrome you can skip this step.
Using older versions of Chrome can cause issues in Pathfinder. Checking and updating only takes a moment.
|Log in to Pathfinder|
It's a good idea to bookmark the Pathfinder website login.optimopathfinder.com.au
Add a case
|Start a new case|
|Become familiar with how to navigate in a case||See How to navigate in a case|
|Make sure you name your items clearly||See Tips for naming items in your case|
|Become familiar with the series builder||See How to use the series builder|
Enter the case details and the first scenario
|At the Current situation step, enter personal details and existing assets, liabilities, superannuation and insurance.|
At the Cash flows & Goals step, add cash flows, instructions for existing items and add proposed items.
Get your results
|Review your data|
Go to the Results > Solve step:
|Solve to get results|
|Review your results|
|Download a document|
|(Optional) Make another scenario for comparison||How to make another scenario for comparison|
|Compare scenarios||See Compare step|
|(Optional) Clear the sample data and start a case from scratch||See How to reset your sample case|
(optional) Submit your case to the Strategy Development Service (SDS)
|Submit your case|