Industry Expertise, Unparalleled Service
We have deep experience and an unmatched passion for improving the value of our advice and finding practical solutions for our clients.
From Chaos to Cohesion: Mastering the art of M&A transitions
As the landscape of financial advice continues to evolve, the undeniable surge in M&A activity also becomes more prominent.
Having managed multiple advice business transitions, from industry giants to smaller practices, the intricate art of transition project management is often a critically important area that is overlooked.
Implementing the New AI Usage Policy for Financial Advice Businesses.
Join us for a comprehensive session featuring experts from Finura Group, Tangelo Advice Consulting and The Cyber Collective as we navigate the complexities and opportunities of AI integration within the financial advice sector.
Tangelo in discussion with Yourtoolkit.com for Future2.
Tangelo is a proud supporter of the Future2 Foundation. Future2 2023 grant recipient, @Yourtoolkit.com, is a remarkable cause, doing amazing things in the community. Yourtoolkit.com provides free web-based resources to help women who are escaping domestic violence. Currently, over 4,000 users visit the website weekly. An alarmingly high number given 46% of women facing abuse from a current partner never reach out for support and remain isolated behind closed doors.
Tax deductibility advice ‘a step in the right direction’
With an Australian Tax Office (ATO) review underway to make financial advice tax deductible, Tangelo Advice Consulting’s Conrad Travers has reiterated why this would be a positive step forward for the industry.
Expect spike in tech costs next financial year
“Advice firms have also been warned that technology and software costs will rise considerably in the coming financial year, likely to be well above inflation.” Tangelo’s Selin Ertac and Conrad Travers joined Finura’s Peter Worn to discuss tech for advice businesses.
Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.
In the latest episode of “Tangelo Talks” Conrad Travers sits down with TPD and Injury claims specialist Andy Reynolds (also a practicing financial adviser) to talk through some of the myriad traps advisers and lawyers who don’t understand this area thoroughly can fall into, for example, Centrelink and tax implications.
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