We bring a fresh approach to your people, policy, process and governance practices.

Partnering with growth-oriented licensees, wealth businesses and advice practices to improve the value of advice and business outcomes for both owners and teams.

Our Approach

Our mission is to empower the businesses we work with to provide quality financial advice.

Tangelo Advice Consulting was founded to address key challenges in the industry with practical and proactive solutions.

While every business we work with is unique, our tried-and-tested approach—using our market-leading Gap Analysis —enables us to identify opportunities to improve your business practices so we can craft a recommendation made up of practical steps designed to support your business’s growth.

How we work with you

Conduct a Gap Analysis

Understand the gaps and find opportunities across your business. With a clear ‘plan of attack’, focused on the core issues and ‘quick wins’.

Fast Start


We work with you to choose the high priorities identified in the Gap Analysis that we can implement in the next 60-90 days.

Ongoing Partnership

We continue working with you and your team after 90 days to ensure your Gap Analysis priorities are implemented.

Take our free health check to assess the gaps and opportunities in your business.

  • "The efficiencies delivered for our business were felt within the first month."

    Brenton Ritchie

  • "Thanks for making business simpler, more lucrative and fun again."

    Maurice Patane

  • "The Tangelo team were proactive, highly experienced and skilled."

    Sonya Choi La Rosa

  • "They have proven to be an invaluable outsourced resource."

    Phil Creswell

  • "Tangelo's expertise, professionalism, and delivery exceeded my expectations."

    Chris Digby

  • "I find Tangelo team's style to be refreshingly intuitive and 'real'".

    Michael Tadros

Ready-to-go templates

Bring your advice process and licensee obligations to life

Our AFSL Compliance Guide and Advice Professional Standards Manual templates are designed to provide:

  • CLARITY - written in plain language so it is easy to understand your legal & regulatory obligations.

  • COMPLIANCE - no more outdated policies, our guidelines are reflective of current regulatory requirements, so you have peace of mind.

  • PRACTICALITY - with distinctions between your legal obligations and how you practically operationalise them in your business.

Our Gap Analysis is proven to get results.

We’ll meet with you to understand your challenges, review your policies and processes, and speak with your staff. From there, we'll develop a straightforward, actionable plan to get started.

When you have a framework for success, with precisely what you need to fix and how, it’s hard to get it wrong.

Speak to us today, and let’s get started.