Moneysmart
MONEYSMART, ASIC
Making retirement guidance easier to navigate
Product strategy, strategic design, research and product design
I led experience strategy and product design for Moneysmart’s retirement experience, helping translate complex financial information into clearer journeys.
Role
Strategic Product Design Lead
Organisation
WAVE Design Agency
Client
ASIC — MoneySmart
Focus
Product strategy, strategic design, research and product design
“Thanks Lucy! It’s been another massive week and the work is outstanding. Thanks so much.”
–Stakeholder feedback
The challenge
People approach retirement at different stages with different circumstances, levels of confidence and questions. The experience needed to help them find a relevant starting point and understand what to do next.
“Lucy is a full-package designer – highly creative, strategically minded, and deeply user-centred in her approach.
–WAVE feedback
My contribution
I brought together existing research, stakeholder knowledge and iterative testing to shape the experience.
The work connected information architecture, content and interaction design, using prototypes to explore how guidance and tools could support people at different stages.
I partnered with product, content and engineering, managed the client relationship and mentored designers throughout the engagement.
What the work enabled
A tested experience direction and clear foundations for delivery, with retirement guidance organised around people’s needs and decisions.
–MoneySmart super calculator
–Fidelity examples used
–Research activities
–MoneySmart calculator
“Lucy is simply a wonderful person to work with — proactive, collaborative, and always bringing a positive, can-do attitude. It was an absolute pleasure having her on the team, and I warmly recommend her for any future role or project.
–WAVE feedback
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