Shadforth Financial Group
A jargon-free wealth advice platform for Australia’s largest & most trusted firm.
MY ROLEPitch Development & Delivery
Research, Workshops, Strategy
Information Architecture, Systems Mapping
Wireframing, Prototyping, User Testing
User Interface Design
Development Oversight
LIVE SITE
Shadforth Financial Group prides itself on going beyond your investments to help you achieve the financial goals and lifestyle you want. They aim to be a sounding board for when their clients have decisions to make, doing the number crunching to empowering decision-making.
Shadforth are also the largest firm in Australia certified by the Centre for Fiduciary Excellence (CEFEX), demonstrating their ongoing commitment to providing high-quality wealth management.
When researching this project I took a deep-dive into Shadforth’s extensive processes and services, interviewing the company’s leadership and senior advisors and conducting numerous workshops and focus groups with clients & internal teams.
The resulting design focuses on the needs of the end user, avoiding financial jargon to instead present a plain-English approach to solving financial issues and achieving stability & ongoing wealth.
