Unified Investment Menu

I led the end-to-end design of Australian Retirement Trust's Investment Menu Unification, which was a complex, cross-channel initiative to consolidate legacy investment structures into a single, cohesive experience following the fund merger. Working with key stakeholders, I designed the content model and interaction framework that underpinned the new investment ecosystem across the public website, secure online portal and supporting backend systems.

This required extensive competitor analysis, regulatory interpretation, and close partnership with Product, Project, Engineering and Business Analysis to align delivery with program constraints and phased releases.

Beyond user experience and interface design, I acted as the connective layer across stakeholders, working directly with them to balance feasibility with usability, collaborating with financial advisers and product leaders to validate positioning, and presenting design direction to the wider business unit.

The outcome was a completely new experience across all channels, and in time becoming some of the highest ranking pages on the public website in terms of satisfaction.