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:
Log in to Pathfinder
|Make sure you are using Chrome
For the best performance of Pathfinder, we highly recommend you use Google Chrome as your internet browser. If you use another browser such as Internet Explorer or Safari, and you encounter difficulties, try switching to Chrome.
|Check your version of Chrome is up to date||
If you just installed Chrome you can skip this step.
If you already had Chrome installed, check that you've got the latest version. Click here to expand...
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|
|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|