I designed two web tools for the Canadian insurance firm McAuley Financial Services (MFS). These were aimed at assisting clients in planning and prioritising their long-term financial goals. The tools enabled users to organise and rank their goals, and then easily export the data to their insurance team to create personalised plans.

The project was tailored to an older demographic, therefore my approach to the interface had to balance being accessible, without over-explaining. Well-spaced layouts, clean UI, and utilising bold text, made the interface approachable for those who are less tech-savvy and accustomed to devices such as iPads.