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.
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.
Tangelo Talks: What is the Pro Bono Advice Network
We all know that the power of good financial advice.
Tangelo's Conrad Travers spoke with Nicola Beswick of FMD Financial about the Pro-Bono Advice Network which is doing incredible things for Australians in their time of need.
To learn more and get involved visit www.probonoadvice.com
A Virtual COO could be what your advice business needs.
One of the really satisfying things about the work we do with our clients in Tangelo is we effectively become part of the team; we can effectively be your ‘Virtual COO’ for at a price that is fair and less than the cost of a fulltime FTE.
7 deadly sins and the advice process
What do the Seven Deadly Sins have in common with the Advice Processes? We explored the common sins we see causing ineffective advice processes and what businesses should be focusing on.
Government announces QAR response
Conrad Travers shares his thoughts about Minister Stephen Jones today’s announcements in mid June 2023 regarding the government’s response to the Quality of Advice Review (QAR).
A summary of the government’s response; assuming this passes the legislative process:
Safe harbour removed from BID.
Ongoing fee renewal (FDS) removed and fee consent to be consolidated in one industry wide form.
SOA replaced with "fit for purpose" advice record
Wholesale warnings to come in
Consent requirements for life, general and CCI
“I need technology to solve inefficiencies…I think?”
We worked with a fantastic one adviser practice struggling with advice process, documentation and the value provided for clients.
Attempts to get guidance from their licensee and turning to a technology solution to generate filenotes quicker failed, as neither option was customized nor getting to the root of their problems.
Take our free health check to assess the gaps and opportunities in your business.
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"The efficiencies delivered for our business were felt within the first month."
Brenton Ritchie
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"Thanks for making business simpler, more lucrative and fun again."
Maurice Patane
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"The Tangelo team were proactive, highly experienced and skilled."
Sonya Choi La Rosa
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"They have proven to be an invaluable outsourced resource."
Phil Creswell
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"Tangelo's expertise, professionalism, and delivery exceeded my expectations."
Chris Digby
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"I find Tangelo team's style to be refreshingly intuitive and 'real'".
Michael Tadros
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.