Kiwi Wealth – Robo Advice & Fund Finder


UI & UX designer

To create a means for members to check or find the most suitable fund in relation to their goals/retirement and surface a future view of what retirement may look like. Additionally surface options to change the future view for the better.

Once we understood what our members needed in terms of support to plan for their future/retirement, we began looking at calculators and ideas to best surface this.

A stand alone “Fund Finder” tool was created, a complex calculator which determined the best fund for their individual risk profile. This could then be used as a starting point to plan for their retirement or whether they planned to make a “first home withdrawal” before they focused on retirement. If there were any shortfalls in relation to  their retirement lifestyle, support/advice options were serviced.