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Finnacle - An Australian Mortgage advisor, Wealth Fund Manager

Crafting a seamless user experience, Finnacle simplifies mortgage solutions and wealth management with an intuitive and user-friendly design. A clean interface, clear navigation, and data-driven insights make financial decisions effortless. Personalization and accessibility ensure users can efficiently manage their loans and investments.

Challenge

Australian home buyers often struggle to find a trustworthy financial advisor due to a lack of transparency, potential lender bias, and an overwhelming number of options with unclear credibility. Existing platforms provide generic advice rather than personalized financial solutions tailored to individual needs, making it difficult for users to make informed decisions. Additionally, concerns around data privacy, hidden fees, and limited real-time expert support further complicate the process. To address these challenges, Finnacle’s website must be designed to offer a seamless, transparent, and user-friendly experience that provides personalized financial guidance, clear fee structures, secure data handling, and real-time expert access—empowering users to confidently navigate their home-buying journey.

What I Did

In this project, I worked on setting clear goals and objectives to define the direction and purpose. I created user personas to understand the target audience and their needs. Then, I mapped out taskflows to visualize how users navigate and complete key actions. To gain industry insights, I conducted competitive research to analyze similar products. I started the design process with low-fidelity prototypes, creating rough wireframes to test ideas quickly. Finally, I developed high-fidelity designs, refining visuals and interactions for a polished user experience.

Role

User Experience Design

Team

UX/UI Design team

Platform

Desktop Web Application

Setting Goals & Objectives

About Website

This Website was designed to support New Immigrants to Australia in Home Buying, Financial Advising, Mortgage broking, Tax & legal advice support, Savings & Investment Planning, Property planning By arranging Meetings with Financial Advisor, Mortgage brokers, Tax & legal Advisors, Our People & Partners. Finnacle is an Australian financial advisory firm dedicated to making financial planning accessible and affordable for young families and ambitious couples. Clients benefit from personalized financial roadmaps, tax planning, income management, savings tracking, loan planning, and risk management. By integrating technology with human expertise, Finnacle provides transparent, unbiased, and tailored financial advice, ensuring clients can confidently navigate their financial journeys.

Goals of the Website

Most people struggle to find the best broking service to aid in Home Buying, Financial Advising, Mortgage broking, Tax & legal advice support, Savings & Investment Planning, Property planning within their budget and They Must meet all experts in person to find the Process get done. Recognizing a gap where traditional advisers often cater only to high-net-worth individuals, Finnacle offers subscription-based services to empower everyday Australians. Their comprehensive offerings include guidance for first home buyers, home upgraders, first-time investors, and those aiming to optimize their finances. So OurGoal is to Hire experts for your service with our Service package at a valuable amount.

Understanding the primary users

Primary Audience:

New Immigrants & House owners

Secondary Audience:

Wealth fund Managers & Agents

Building Persona

Who are they ?

Business Men
Age: 35
Gender: Male
Lives: Sydney, Australia.

Pain Points

Time consuming to run behind the experts for buying a home.
Finding the advisor who holds an Australian Financial Services License (AFSL) is crucial.
New Immigrants couldn’t often struggle to compare services, pricing, and expertise.
Some Advisors advertise as free consultation but introducing hidden fees for detailed planning, mortgage brokering, or wealth management services.

How do they find Information ?

On desktops & laptops - Website
people find the Information on emails

Motivation

They can easily meet experts for suggestions.
People Finds all the Services at one service point with a Manager to follow the process.

Main Goals:

Spend Less time on Looking for experts
provide subscription-based financial advice, making expert guidance accessible to young families and ambitious professionals.
Personalized roadmaps help clients manage income, optimize taxes, track savings, and plan property purchases for financial independence.
simplifies the home-buying journey with expert guidance on deposits, mortgages, and financial organization.
aligning superannuation, taxes, and savings, Finnacle ensures clients achieve long-term financial security and wealth growth.
Needs to view available options for Buying at the right place.
Book and pay for Customised services only.

Audience Needs:

How can I easily understand Australia’s financial system, tax regulations, and mortgage processes ?
How can I verify the trustworthiness of online financial advisors and avoid scams or biased recommendations?
How can I compare financial advisors effectively when faced with overwhelming choices, unclear pricing, and varying expertise levels?
How can online financial advisory platforms provide personalized advice tailored to immigrant-specific needs, such as visa-based loans and international credit history?
How can financial advisory services overcome language barriers and offer multilingual support for better accessibility to immigrants?

Solution:

Interactive Interface design
Accessibility, UX, IA
Process Illustrations

Competitive Product Research

Creating Wireframes:

Illustrations

High-Fidelity Screens

My Clients & Colleagues say

While most of my client reviews are NDA-protected, I managed to sneak in a few favorites from my previous Managers & Co-workers.

Rakesh a fantastic strategist and designer and was highly impactful on the end-to-end design of a critical feature set for our app. He has the ability to quickly understand both the user and the business and create simple and elegant, yet highly-functional designs. He is highly receptive to feedback but not afraid to speak the truth when suggestions defy what is best for the user. On top of all of that, he's generally pleasant, has a great sense of humour, and not afraid of hard work.
Surendar kumar
Senior Designer, Verizon
Every team needs its Rakesh. :) He's a highly-skilled professional, creative, yet rational, dedicated to finding the right solution to every task. He's intellectually curious and he never stops learning, which benefits and motivates everyone around him. Apart from that, he's a smiley person, communicative and collaborative, open for ideas and not afraid to take risks and make decisions. I strongly recommend rakesh, both for professional and personal endeavours.
Prabhakar
CEO, Edurific
Rakesh is a young enthusiastic designer, who’s always trying to solve problems differently, fun and easy-going character. Faster learner, process-oriented person, he's a talented designer with skills that reach beyond just design as he's always looking for ways to push the boundaries of how we can make a product better. I consider him a friend, always had a great attitude, & posses all the skillsets that you would want in a highly productive team member.
Thiyagu Vairakkannu
Product Designer
Rakesh is an exceptional Product Designer with deep expertise in fintech and a strong user-centric approach. He excels at transforming complex financial processes into intuitive, seamless experiences that enhance engagement and trust. His collaborative mindset ensures alignment between design, business objectives, and regulatory requirements, making him a valuable asset to cross-functional teams.
Shankar Narayanan
CEO, Active.ai

Rakesh a fantastic strategist and designer and was highly impactful on the end-to-end design of a critical feature set for our app. He has the ability to quickly understand both the user and the business and create simple and elegant, yet highly-functional designs. He is highly receptive to feedback but not afraid to speak the truth when suggestions defy what is best for the user. On top of all of that, he's generally pleasant, has a great sense of humour, and not afraid of hard work.
Surendar kumar
Senior Designer,
Verizon
Every team needs its Rakesh. :) He's a highly-skilled professional, creative, yet rational, dedicated to finding the right solution to every task. He's intellectually curious and he never stops learning, which benefits and motivates everyone around him. Apart from that, he's a smiley person, communicative and collaborative, open for ideas and not afraid to take risks and make decisions. I strongly recommend rakesh, both for professional and personal endeavours.
Prabhakar
CEO, Edurific
Rakesh is a young enthusiastic designer, who’s always trying to solve problems differently, fun and easy-going character. Faster learner, process-oriented person, he's a talented designer with skills that reach beyond just design as he's always looking for ways to push the boundaries of how we can make a product better. I consider him a friend, always had a great attitude, & posses all the skillsets that you would want in a highly productive team member.
Thiyagu Vairakkannu
Product Designer
Rakesh is an exceptional Product Designer with deep expertise in fintech and a strong user-centric approach. He excels at transforming complex financial processes into intuitive, seamless experiences that enhance engagement and trust. His collaborative mindset ensures alignment between design, business objectives, and regulatory requirements, making him a valuable asset to cross-functional teams.
Shankar Narayanan
CEO, Active.ai