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.
Mind the gap: Every Licensee has its compliance shortcomings
Over the past year, one of my clearest take outs from consulting to licensees and practices regarding compliance is that it’s almost never actually about “compliance”
A fence at the top of the hill: changing how we think about “compliance”
Perspective is a powerful thing. Ask a financial adviser about “compliance” and you’re likely to get a grimace, a shrug or some kind of grunt. This is largely because compliance as we know it has been built and framed the wrong way.
Watch the knee-jerk when thinking about self-licensing
Make sure you understand all the risks and costs of self-licensing. A common view is that the cost to go self-licensed is minimal and there are players out there to help with the application and the outsourced services, particularly compliance. While this is true to a certain extent, my view is that it excludes some pretty important considerations.
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
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.