Persona template for: The retiree thinking about aged care
Save time and money by starting with this 'The retiree thinking about aged care' persona example. Learn how to make your financial services website easier to use for Gertrude. By putting the user first (in this case Gertrude), you will be creating an experience that meets Gertrude's expectations, supports their goals and remedies any pain points. This persona example could be used for the financial services industry.
Meet 'The retiree thinking about aged care', named Gertrude
"We’re all living a lot longer now – and it seems people’s bodies often outlive their minds – that’s pretty scary – on a lot of levels. I mean first you have to have enough to keep you going but also good aged care is expensive right?"
Gertrude is worried that she will not have enough money to last her through aged care.
This persona is motivated by staying healthy long enough to see her grandchild graduate uni. This persona is 67, and lives in a rural area . Gertrude is widowed, has 1 child and is often kept busy with playing bingo with her friends.
People like Gertrude are not comfortable with technology.
Enjoys writing letters to her grandchildren because it has a more personal touch then talking over a phone.
How Acme Financial Pty Ltd can help Gertrude
Gertrude has come to Acme Financial Pty Ltd because Gertrude's goal is being able to pay for her own aged care. Acme Financial Pty Ltd could help Gertrude with this goal by investing the extra assets she has available so they grow, but one of the reasons why Gertrude has not yet engaged with Acme Financial Pty Ltd is she has never thought about investing her money before.
Website visit goals for www.acme-fin.com.au
Learn how to make your website easier to use for 'The retiree thinking about aged care' persona.
'The retiree thinking about aged care' has recently been visiting websites in the financial services sector and has arrived at www.acme-fin.com.au. Gertrude 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.Important
|How we can help
|To learn the basics of how investing will help Gertrude pay for her aged care
|Too many financial terms that she does not understand
|Provide further explanation of key financial term via tool tips throughout the explanations or a glossary
|Seeing the different options for assisted living
|An abundance of paths once in the 'aged care' section
|Making the area clear where Gerturde can learn her true financial position regarding aged care posibilities. Then providing her with the options suitable to her
|Researching the different costs associated with enrolling into aged care
|The explanations provided for the 'Types of fees' are basic and definitional
|Incorporate more real world examples within the fee explanations for a better understanding
Gertrude is not comfortable with technology.
On an average day, Gertrude has an excess of spare time.
Gertrude is not familiar with the industry specific terms that are used in the financial services industry.
Devices that Gertrude uses to access the Acme Financial Pty Ltd website
Gertrude uses a computer to access the Acme Financial Pty Ltd website while researching at home.
Gertrude uses a tablet to access the Acme Financial Pty Ltd website while watching TV.
Gertrude uses a mobile to access the Acme Financial Pty Ltd website when traveling on public transport.
Stats for 'Gertrude' insert_chart
- Marital status: widowed
- Children: 1
- Education level: a Diploma
- Technical level: not comfortable
- English level: fluent