Your personal CFO — without the corporate price tag.
Money that works for you –
not the other way around.
Monthly financial clarity, performance tracking, and risk oversight — tailored to your income and complexity.
✓ Privacy & confidentiality guarantee
⚠ Disclaimer: This is financial reporting and analysis, not financial advice
How It Works
Simple. Monthly. Insightful.
You share your financial data
Income, expenses, assets, liabilities, and investments — securely and confidentially.
We analyse and structure everything
Your finances are transformed into professional-grade financial statements and reports.
You receive clear monthly insight
Easy-to-read reports and commentary that show where you stand and what matters next.
Reporting Tiers
Tier 1 – Money Clarity
Perfect For: Individuals or families who want a clear, organised view of their finances.
- ✅ Personal Balance Sheet
- ✅ Income Statement
- ✅ Cash Flow Statement
- ✅ Monthly net worth tracking
- ✅ Tax asset & liability calculation
- ✅ Asset allocation snapshot
- ✅ Simple charts for visualisation
Why It Matters: Know exactly where you stand financially and build a strong foundation for smarter decisions.
Tier 2 – Money in Motion
Perfect For: Clients who want to understand how their money is performing over time.
- ✅ All Tier 1 features included
- ✅ Historical asset allocation tracking
- ✅ Managed vs Self-Managed breakdown
- ✅ Economic, Hybrid, and Cash IRR
- ✅ Performance by asset class & total
- ✅ Visual trend and comparison charts
Why It Matters: See what’s growing, what’s lagging, and how your money is really working for you.
Tier 3 – Money Shield
Perfect For: Clients who want full financial transparency, risk awareness, and long-term protection.
- ✅ All Tier 1 & 2 features included
- ✅ Life, health & pension valuations
- ✅ Estate duty exposure estimate
- ✅ Contingent asset assessment
- ✅ Adjusted net worth (after risks)
- ✅ Expert commentary & risk insights
- ✅ Trend analysis of vulnerabilities
Why It Matters: Understand not just what you own — but what you may owe, risk, or recover in the future.
Why Snitch Reporting?
Snitch Reporting helps individuals and families understand, track, and protect their wealth through clear monthly financial reporting.
No product pushing.
No confusing dashboards.
Just structured insight into what you earn, own, owe, and where you’re heading.