How It Works
Honest gives you completely personalised financial advice, without the BS. We treat you like a real life human person too—we’ll never talk down to you.
What you get
A tailor-made Action Plan across your whole money picture. Your plan will tell you exactly what you need to prioritise, with a step-by-step how-to guide
Time one-on-one with Jacqui to discuss your goals, questions + concerns.
Ongoing support via email / Messenger with your Qs for 12 months
Beta access to the Carrots Bot on Facebook Messenger, to track your spending (+ habits!) in real-time 🤖 + the Carrots Money Mindset e-course
If you want:
⟶ Clarity for your money life
⟶ To kickstart your financial future, minus the stress
⟶ Alignment to your values + goals
⟶ To build your financial knowledge, skills + new habits
⟶ Our ongoing support + expertise
⟶ Totally unconflicted recommendations (unlike most of the industry, we refuse to take payments from financial cos to ‘recommend’ their products to you)
⟶ One single, affordable fee rather than us taking a cut of your super / investments forever
… then Honest Money will be right up your alley.
Our Honest Advice Package costs $1,250 inclusive of GST.
That compares to the typical cost of $2,000 – $8,000, according to ASIC.
We value transparency + think you deserve it too.
Our costs are lower because of our purpose. We want to make financial advice more accessible for more people.
At the same time, we have costs to cover. Your fees help to keep the lights on, to pay our developers + contractors, + to meet the cost of being licensed to give advice.
This legal requirement (a really important one!) from ASIC, costs us tens of thousands a year.
To be totally frank, Jac is yet to take any pay, but our aim is for that to happen in 2018!
How do you get started?
We kick it off
Schedule a face to face with Jac or via Facetime so we can talk about your goals, concerns + questions
We set you up
We get the lowdown on your personal situation and build your action plan with your goals in mind
We help you stick
With email or Facebook message support. Plus, Carrots Bot will help you stay on track in real-time 🤖