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Persona template for a Financial services website, Gary

Persona template for 'The soon to retire business person' that will save you time and money. Learn how to make your Financial services website easier to use for Gary.

Meet 'The soon to retire business person', Gary

"I want to retire comfortably but don't have the time to do all the research needed. I'm interested in financial advice but don't know who to go with"

Gary loves his job and has worked many years to get to the possition he is at today but after the birth of his grandchild his mind has switched to wanting to retire.

Gary is motivated by having financial security over his future and his family's. Gary is 55-60, and lives in the suburbs . Gary is married, has 2 children and is often kept busy with family and work life.

Gary is not comfortable with technology.

He has a senior position at his company and doesn't have the time to research on topics such as retirement, investment and how to lower account fees.

How Acme Financial can help Gary

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Social media usage for Gary

Of all the time spent on social media on an average day, the distribution of time is as follows:

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The soon to retire business person
Stats for 'Gary' insert_chart
  • Life-stage: preparing for retirement
  • Age: 55-60 years
  • Annual income: $101,000 - $200,000
  • Internet usage: a few times a day
  • Social media usage: not active
Relationships group
  • Marital status: married
  • Children: 2
Education/skills school
  • Education level: a Postgraduate degree
  • Technical level: not comfortable
  • English level: native

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