Making money management effortless
App & Web design
B2C
Financial Services
Overview
NAB customers were struggling to understand where their money was going, how to stay on top of bills, and how to plan for future with confidence. The existing tools were fragmented, transactional, and often too complex to be genuinely helpful.
I set out to reframe this problem — moving from isolated features to a connected ecosystem that could give customers clarity, confidence, and control. My approach combined research-driven insights, cross-functional collaboration, and a systematic mindset to deliver experiences that were glanceable, accessible, and scalable across NAB’s digital channels.
I'll take you through how we translated those challenges into a holistic money management platform that positions NAB not just as a bank, but as a trusted financial partner in people’s everyday lives
Services
Lead UX/UI Design, design system, design leadership.
Client name
The National Australia Bank (NAB).
See Spaces on nab.com.au
Results at a glance
+28% engagement with digital money tools post-launch
3× more savings goals created and actively tracked
1.2M customers using insights each month to make faster decisions
Solution
From complex money management into a simple, connected ecosystem of tools designed to help Australians feel more confident and in control of their money:
Cashflow & Insights — glanceable charts, monthly trends, predictive balances
Budgets & Spending — clear progress indicators to stay on track, suggested controls for discretionary spending
Saving Spaces — flexible jars with milestones, nudges and visual meter-style progress bars
Upcoming Bills & Subscriptions — proactive reminders, fewer surprises
Monthly Reports — digestible snapshots reinforcing positive financial habits
How I work - Collaborative by design
I don’t design in isolation, I thrive on collaboration. This project was built through constant collaboration with researchers, product owners, developers, and marketing teams. I facilitated workshops, tested ideas early, and welcomed feedback throughout. My approach builds alignment and trust as much as it builds interfaces and momentum.
Research-Driven
I synthesised Money Mindsets (behavioural profile), JTBD insights, and usability testing into actionable design decisions. How those insights shaped the work:
“I don’t know where my money goes.” → informed the cashflow chart.
“I set goals but lose motivation.” → led to milestones and progress bars.
Systematic + Creative
I extended NAB’s design system with modular, accessible components (progress list items, meter charts, glanceable tiles). This ensured consistency, WCAG 2.2 compliance, and clarity—while keeping the experience approachable, modern and clear.
Navigating Ambiguity
When the scope was unclear—was this a “feature” or a “platform”?—I reframed it as an ecosystem. This elevated the vision, gave stakeholders a compelling story, and delivered customers a connected experience instead of isolated tools.
Process in four phases
1. Discovery
Synthesised research boards on budgeting, savings, predictive features
Identified recurring pain points: lack of clarity, poor tracking, low confidence
Defined opportunity areas aligned to NAB’s digital strategy
2. Design
Created data visualisation standards fit for financial contexts (charts, meters, progress)
Developed glanceable, modular components that scale across the app
Iterated through testing: simplified navigation, reduced cognitive load
3. Validation
Ran usability testing on cash flow navigation and savings creation
Checked accessibility: colour contrasts, aria-labels for interactive charts
Refined confusing legends and progress indicators based on feedback
4. Delivery
Partnered closely with engineering for feasibility and performance
Aligned copy and tone with NAB’s brand voice
Handover included specs, accessibility requirements, and design principles
Impact
This ecosystem redefined how NAB supports customers:
Made money management simple, glanceable, and actionable
Positioned NAB as a partner in financial wellbeing, not just a bank
Strengthened loyalty by helping customers feel informed and in control
My Style in Practice
Clarity & outcomes — I design for measurable impact, not just aesthetics
Collaboration — I bring teams on the journey, from post-its to production
Research meets craft — balancing evidence with detail and polish
Approachability — making serious financial topics feel human and relatable
Setup screens from our new saving spaces feature
Final observations & learnings
Designing the Money IQ ecosystem reinforced how powerful clarity and collaboration can be in transforming complex problems into confident customer experiences. The biggest lesson was that true simplicity takes depth — aligning research, data, design systems, and accessibility from the start. Working cross-functionally taught me how shared ownership creates better outcomes faster.
More than anything, this project proved that when design is strategic, inclusive, and human-centred, it can reshape not just a product — but the way a bank helps people live better with their money.
I turned complex money management into a simple, connected ecosystem of tools. The result: Australians saving more, spending smarter, and trusting NAB as their financial partner for the future.
See the Linkedin post about this
Selected work
[2022 -2025]
