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.

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BOOK A CALL

It begins with a structured plan.

Every client begins working with us by participating in a Gap Assessment. It’s the most logical way for us to understand your pain points and priorities.

Our team then works with you to address the ‘low-hanging fruit’ — the work that needs to be done as soon as possible. We want you to experience some high-value quick wins before we continue.

Then, we map out a plan of activity that we’ll chip away at together over time.

Sound like what you need? Why not book a call.

FIND OUT MORE
FIND OUT MORE

How we support you

Conduct a Gap
Assessment

Identify gaps and uncover opportunities in the areas of People, Policy, Process, and Governance within your business. With a clear ‘plan of attack’, focused on the core issues and ‘quick wins’.

  • A robust independent assessment helps to get clear on the most critical areas of focus for your business

  • You are left with a clear “plan of attack”

  • Focuses on the core issues, not a “tick a box” type traditional legal review

  • Provides a view of the areas where you are performing strongly.

Fast Start
Program

We work with you to select the high-priority items identified in the Gap Assessment that we can implement within the next 60-90 days. They might include:

  • Building and customising governance and frameworks

  • Implementing regulatory change response

  • Project and program management

  • Tender/RFP/Outsourced solutions management

  • Change management and training programs

  • Professional development frameworks

  • Policy design and review

Ongoing
Partnership

We continue working with you and your team after 90 days to ensure your Gap Assessment priorities are implemented. This includes:

  • Access to ongoing regular support

  • Review and update of advice templates

  • Advice & licensee process development via our specialist service Processwise

  • Regular education events for you and your team

LEARN MORE ABOUT OUR SERVICES
LEARN MORE ABOUT OUR SERVICES

Getting started

Have a discussion

If we're a good fit for your needs, we will walk you through our Gap Assessment.  This forms the basis for everything we do.

Your Gap Assessment

Next, we complete your Gap Assessment to examine your business's people, policies, processes, and governance.  We then take you through the outcomes, including the core issues and any quick wins.

Get to work

Our framework for change and innovation includes quick wins, delivered via project work for the next 60-90 days, plus additional recommendations delivered via our longer term partnership program.

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

TAKE THE TEST NOW
TAKE THE TEST NOW

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

    Head of Advice, National Advice Firm

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

    Director, Boutique Advisory Firm

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

    Head of Compliance, National Advice Firm

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

    Head of Compliance, National Advice Firm

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

    Director, Wealth Management Firm

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

    Financial Services Executive, National Advice Firm