Tangelo Advice Consulting
Tangelo Advice Consulting is an Australian specialist consulting firm that helps financial advice licensees, wealth businesses, and advice practices improve people, policy, process, and governance through its Gap Assessment methodology and subscription-based tools.
- Company typePrivate
- Founded2019
- HeadquartersYarraville, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Tangelo Advice Consulting does
Tangelo Advice Consulting is an Australian specialist consulting firm focused on financial advice licensees, wealth businesses, and advice practices. Founded to address practical challenges in the financial advice industry, the firm partners with growth-oriented clients to improve the value of advice and business outcomes across people, policy, process, and governance dimensions.
The firm's core intellectual property is its market-leading Gap Assessment methodology, a diagnostic process that identifies gaps and opportunities and produces an actionable plan of core issues and quick wins. This methodology anchors a three-stage engagement model: an initial Gap Assessment, a Fast Start implementation program executed within 60-90 days on high-priority items, and an Ongoing Partnership phase that extends support beyond 90 days. The product portfolio includes AFSL Compliance Guide and Advice Professional Standards Manual templates, a Tax Deductibility Calculator & Toolkit (deployed in over 30 advice firms and developed with involvement from FAAA and Australia's accounting bodies), a Fit2Merge service for practice mergers, and Tangelo Elevate, a subscription-based membership program providing templates, community forums, webinars, and resources. A free Business Health Check online quiz functions as a top-of-funnel lead capture tool.
Commercially, Tangelo generates revenue through professional consulting engagements billed at a daily rate of A$2,200 plus GST, supplemented by subscription revenue from Tangelo Elevate and the Tax Deductibility Toolkit. Distribution is sales-led, driven by content marketing (blogs, webinars, podcasts with CPD points), client testimonials, and direct outreach via a 'Book a Call' CTA. The firm is structured as Tangelo Advice Consulting Pty Ltd as trustee for the Tangelo Advice Consulting Unit Trust, is independently owned with no disclosed external investment or parent company, operates from Yarraville, Victoria, and serves only the domestic Australian market.
Tangelo Advice Consulting firmographics
Firmographics- Name
- Tangelo Advice Consulting
- Legal name
- Tangelo Advice Consulting Pty Ltd as trustee for the Tangelo Advice Consulting Unit Trust
- Website
- https://tangeloconsulting.com.au
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tangelo Advice Consulting is an Australian specialist consulting firm that helps financial advice licensees, wealth businesses, and advice practices improve people, policy, process, and governance through its Gap Assessment methodology and subscription-based tools.
- Ownership category
- akta.pro rank
Tangelo Advice Consulting industry classification
Industry- Product category
- Financial Advice Consulting
- NAICS
- Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Financial Management & Performance Improvement Consulting (BPAHACAF)
- akta.pro secondary industries
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where Tangelo Advice Consulting is headquartered
LocationHeadquarters
- HQ city
- Yarraville
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Tangelo Advice Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Professional Consulting Services: Consulting engagements structured through service proposals with daily rates for specialized advisory work across compliance, professional standards, best interest, and best practice.
- Tangelo Elevate Subscription: Subscription-based access to services provided on a subscription basis with flexible pricing options for smaller practices and solo advisers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Consulting Daily Rate |
| Subscription | Monthly | Tangelo Elevate Subscription |
| Subscription | Monthly | Tax Deductibility Toolkit - Flexible Pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Tangelo Advice Consulting product offering
Product offeringCore offering
Tangelo Advice Consulting is an Australian specialist consulting firm that partners with financial advice licensees, wealth businesses, and advice practices to improve advice processes and business outcomes. Its core offering is a market-leading Gap Assessment methodology that diagnoses opportunities across people, policy, process, and governance, delivered alongside a Fast Start (60-90 day) implementation track and Ongoing Partnership support. Complementary offerings include the Tangelo Elevate subscription program, the Tax Deductibility Calculator & Toolkit, Fit2Merge merger support, and ready-to-use compliance templates.
Product overview
Tangelo Advice Consulting operates as a specialist consulting firm offering a portfolio of services and tools for financial advice licensees, wealth businesses, and advice practices in Australia. The core offering centers on the Gap Assessment methodology—a structured diagnostic process that identifies business improvement opportunities across people, policy, process, and governance. This feeds into two implementation tracks: the Fast Start Program (60-90 day high-priority execution) and Ongoing Partnership (extended support). Tangelo Elevate is the company's subscription-based membership program providing access to templates, community forums, webinars, and resources. Supporting products include the Tax Deductibility Calculator & Toolkit (for fee deductibility estimation), Fit2Merge (merger support services), AFSL Compliance Guide Template, and Advice Professional Standards Manual Template. The company also offers a free Business Health Check quiz for prospect engagement.
Differentiator
Problem solved
Functional benefit
Products and services
- Gap Assessment
Quantifiable outcome
- Efficiencies delivered within first month of implementation
- +2 more outcomes
Companies that use Tangelo Advice Consulting
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Tangelo Advice Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Tangelo Advice Consulting partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Finura GroupminorJoint webinar partner on AI topics. On Thursday, 9 April 2026, Tangelo Advice Consulting and Finura Group held a joint webinar session on the topic of making smarter decisions and utilizing AI effectively in an advice business.
Scale indicators1 record
Recent moves6 records
Expansion highlights6 records
Tangelo Advice Consulting competitors and assessment
Company assessmentBroad incumbents
- EY Australia: Big Four advisory firm with a financial services consulting practice serving wealth and advice businesses in Australia. Overlaps with Tangelo's advisory, risk and compliance offerings to licensees.
- RSM Australia: Mid-tier professional services firm with consulting and advisory offerings to financial services clients including advice practices. Overlaps with Tangelo's operational, compliance and process improvement work.
- Deloitte Australia: Big Four professional services firm in Australia offering management consulting, regulatory advisory and risk services to financial services firms including advice licensees. Competes with Tangelo for larger advice practice consulting engagements.
- BDO Australia: Mid-tier accounting and advisory firm with a financial services practice serving advice licensees and wealth businesses. Competes with Tangelo for compliance, governance and operational improvement engagements.
- KPMG Australia: Big Four firm providing management consulting and regulatory advisory to Australian financial services firms, including advice licensees. Competes broadly with Tangelo in compliance, governance and operational improvement work.
- PwC Australia: Big Four professional services firm serving Australian wealth managers, licensees and advice practices with consulting, risk and compliance advisory. Overlaps with Tangelo's Gap Assessment, compliance and governance work at the enterprise end.
- Pitcher Partners: Australian accounting, advisory and business consulting firm with a financial services practice serving advice practices and licensees. Competes with Tangelo in business improvement, compliance and governance advisory.
Direct peers
- Finura Group: Finura Group provides technology and consulting solutions to Australian financial advice practices, including integration and AI enablement. Tangelo lists Finura as a joint webinar partner, and the two compete for the same growth-oriented advice practice buyer.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Tangelo Advice Consulting social profiles
Digital presenceTangelo Advice Consulting compliance and trust
Trust signalCompliance2 records
Tangelo Advice Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tangelo Advice Consulting leadership team
Management profileNumber of profiles
Profiles6 records
Tangelo Advice Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tangelo Advice Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tangelo Advice Consulting
What does Tangelo Advice Consulting do?
Tangelo Advice Consulting is an Australian specialist consulting firm that partners with financial advice licensees, wealth businesses, and advice practices to improve advice processes and business outcomes. Its core offering is a market-leading Gap Assessment methodology that diagnoses opportunities across people, policy, process, and governance, delivered alongside a Fast Start (60-90 day) implementation track and Ongoing Partnership support. Complementary offerings include the Tangelo Elevate subscription program, the Tax Deductibility Calculator & Toolkit, Fit2Merge merger support, and ready-to-use compliance templates.
Is Tangelo Advice Consulting a public or private company?
Tangelo Advice Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tangelo Advice Consulting founded?
Tangelo Advice Consulting was founded in 2019. It employs 1 to 10 people.
Where is Tangelo Advice Consulting based?
Tangelo Advice Consulting is headquartered in Yarraville, Australia, in the Oceania region.
How does Tangelo Advice Consulting make money?
Two revenue lines are on record. Professional Consulting Services are the primary driver. The others are tangelo Elevate Subscription.
Who are Tangelo Advice Consulting's main competitors?
Broad incumbents on record are EY Australia, RSM Australia, Deloitte Australia, BDO Australia, KPMG Australia, PwC Australia and Pitcher Partners. Finura Group is listed as a direct peer.
Does Tangelo Advice Consulting have an API?
No public API is recorded for Tangelo Advice Consulting.
What industry is Tangelo Advice Consulting in?
Tangelo Advice Consulting's product category is Financial Advice Consulting. Its primary akta.pro industry code is BPAHACAF, Financial Management & Performance Improvement Consulting, with a secondary code of BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side). Its NAICS code is 541611 and its SIC code is 8742.