The outcomes required from this qualitative research project were:

Product / service issues: 

• To determine ‘Life Moments’ that related to financial literacy
• To ascertain what would make the majority of New Zealanders associate Sorted with its core attributes, and provide insights to form the Sorted ‘journey’
• To explore issues and barriers to current and future Sorted resources and their relevance to various segments (website, current TV, current press, other tactics)

Branding issues:

• To provide information to assist the Retirement Commission and communications agencies to plot a path / journey for the Sorted brand to follow over the next few years
• To test the Sorted journey within the segments
• i.e. the Retirement Commission goal is that Sorted will inspire thoughts of financial literacy ‘in time’, and will provide information to clarify and test that journey