'The professional trying to pay off their house' persona
Persona template for 'The professional trying to pay off their house' that will save you time and money. Learn how to make your financial services sector website easier to use for 'The professional trying to pay off their house' persona
Meet 'The professional trying to pay off their house', Anthony
"Retirement is only just on my radar. But not a priority right now. They keep making the retirement age older anyway"
Anthony is strong headed with continuing to work because he thinks retirement is for the old.
Anthony is motivated by upholding his reputation. Anthony is 47, lives in the suburbs and works in the suburbs. Anthony is married, has 2 child(ren) and is often kept busy with work and helping his children with schoolwork.
Anthony is comfortable with technology.
Over the weekends, Anthony enjoys going for runs through his neighborhood.
How Acme Financial Pty Ltd can help Anthony
Anthony has come to Acme Financial Pty Ltd because Anthony's goal is owning their house. Acme Financial Pty Ltd could help Anthony with this goal by helping set aside portions of his salary to pay off their mortgage, but one of the reasons why Anthony has not yet engaged with Acme Financial Pty Ltd is he does not easily trust others with their financials.
Website visit goals for www.acme-fin.com.au
Learn how to make your financial services website easier to use for 'The professional trying to pay off their house' persona.
'The professional trying to pay off their house' has recently been visiting websites in the financial services sector and has arrived at www.acme-fin.com.au. Anthony has found that most of the websites in the financial services sector have similar messaging and wants to know the main points of difference of Acme Financial Pty Ltd.
This table highlights the key ways in which the Acme Financial Pty Ltd website can be improved from the point-of-view of 'The professional trying to pay off their house'.
Important| Website goals | Barriers | How we can help |
|---|---|---|
| To set up a meeting with potential advisors | The forms ask for too much information right away | Allowing a meeting to be scheduled with just inputting their name and email. Then getting the rest of the details during the face-to-face |
Technology
Anthony is comfortable with technology.
Time
On an average day, Anthony has very little spare time.
Jargon
Anthony is fairly familiar with the industry specific terms that are used in the financial services industry.
Devices that Anthony uses to access the Acme Financial Pty Ltd website
Computer
Anthony uses a computer to access the Acme Financial Pty Ltd website while on his lunch break at work and at home once he puts his children to sleep.
Tablet
Anthony uses a tablet to access the Acme Financial Pty Ltd website occasionally in bed at night.
Mobile
Anthony uses a mobile to access the Acme Financial Pty Ltd website while taking the train home from work.
Stats for 'Anthony' insert_chart
- Life-stage: established in their career
- Age: 47 years
- Annual income: $91,000 - $100,000
- Industry: sales
- Internet usage: many times a day
- Social media usage: active
Relationships group
- Marital status: married
- Children: 2
Education/skills school
- Education level: a Postgraduate degree
- Technical level: comfortable
- English level: native
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Social media usage for Anthony
Of all the time spent on social media on an average day, the distribution of time is as follows