

Add your income, expenses, debts and other financial details to your Financial Profile. For budgeting, add your spending as it happens.
Your dashboard brings your financial information together. See your spending, debt ratio, mortgage eligibility and risk score, plan your budget, and set and track your saving goals.
Eleri already knows the financial information you've added, so you don't have to explain everything from the beginning. Ask about a money problem, a mortgage, debt, borrowing, your spending, your goals, or something you don't feel comfortable asking anyone else.
Eleri brings your financial information together in one place. Add your income, expenses, debts and other financial details to see your overall situation, including your debt ratio, mortgage eligibility and risk score. You can also plan your budget, track your spending and set saving goals.
And because Eleri knows the financial information you've added, you can talk to her about your own situation. Ask about a money problem, a decision you're trying to make, something you're planning, or a question you don't feel comfortable asking anyone else.

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