Investment Calculator

Helping everyday investors see the future value of their money.

UX & UI

Brief
Design a calculator that lets ordinary investors see the projected value of their wealth bonus, with enough clarity to act on.
Role
End to end UX and UI, mobile and desktop.
Audience
Existing customers exploring wealth and investment products.
Investment Calculator — hero visual

The job

Investment products are mostly numbers and language people don't trust. The job here was to make projected growth feel tangible, not abstract, so people could see what their money might actually become and what to do about it.

Welcome screen — Wealth Bonus landing
First onboarding question — how old are you?

A short, deliberate entry into the calculator. No upfront jargon.

Do you smoke? — halfway through the calculator
What's your highest level of education?
Please specify your gender
The wealth bonus projection screen showing R1,312,436
Results chart detail — access 10% of investment at age 55

The payoff moment. The number does the persuading.

Designing for trust

Projection screens lie easily. Every figure on this one is anchored to the inputs that produced it, with the assumptions visible and the levers tweakable. Confidence comes from being able to see the maths, not from a bigger font.

Desktop calculator — halfway through, smoking question
Desktop calculator — final results with projected wealth bonus

Mobile first, designed up to desktop without losing weight.

Takeaways

Financial UI works when the user can connect the inputs they understand to the outcome they want. Restraint, not decoration, is what makes money interfaces feel safe.

Process artefacts
Mind wash board
Empathy map — Thabisa
Interview questions — users
Interview questions — stakeholders
Insight and needs analysis
POV and HMW statements

Got something worth building? Tell me about it.

Let's talk