TAG Financial Services is proud to announce the formation of a new joint venture with respected insurance professional Shaun Frost, establishing TAG Personal Insurance – a dedicated entity focused on delivering tailored personal insurance solutions.
This strategic partnership combines TAG’s trusted brand and extensive client network with Shaun Frost’s deep expertise and proven track record in the personal insurance sector.
TAG Personal Insurance will offer a comprehensive suite of services – including life insurance, income protection, and trauma cover – all designed to help individuals and families protect what matters most.
Founded in 1997, TAG Financial Services – the Total Advisory Group – provides comprehensive advisory services across business and taxation, superannuation, financial planning and lending. Widely recognised for its technical expertise in self-managed superannuation funds, retirement, and estate planning, TAG also hosts Australia’s longest-running superannuation event for accountants, the Super and Tax Strategies Day (formerly the Super Seminar).
Mark Templeton, Managing Director of TAG, announced:
“We’re thrilled to be partnering with Shaun Frost to launch TAG Personal Insurance. We’ve worked closely with Shaun over the past few years, and his reputation for integrity and client-first service aligns perfectly with TAG’s values.
This joint venture allows us to deliver personal insurance services with a focused and specialist team completing our Total Advisory offering, and ensuring our clients can protect their financial wellbeing, build prosperity, and secure their families’ future.”
With more than 35 years in the financial services industry, Shaun Frost has built a career spanning life insurance, financial planning, and a strong focus on supporting everyday families navigating their most financially demanding years. A Certified Financial Planner, Shaun is recognised for his integrity and commitment to client-focused advice.
Shaun Frost added:
“Joining forces with TAG is an exciting opportunity to expand access to meaningful insurance advice and solutions. TAG Personal Insurance will be built on trust, transparency, and a genuine commitment to helping people secure their financial future.”
This new venture marks TAG’s second joint venture, following the establishment of TAG Finance and Loans in 2015 , which broadened TAG’s service offering into mortgage broking.