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About us

Shaun started within the Financial Services Industry in 1987 with Colonial Mutual focusing on life insurance and savings plans. In 1992 Shaun made the decision to move into full Financial Planning advice and began studying for his DFP accreditation. In 2011 after 24 years in the industry, Shaun sold his Melbourne client base and moved to Gold Coast with his family. As a Certified Financial Planner, one area that had concerned Shaun for many years was servicing the "accumulator" type client – the “Mums & Dads” who are going through the most expensive part of their lives with debt, children, education costs, etc. These are the clients who arguably received the least level of service from the industry yet require it the most.

Shaun Frost

Managing Director
Financial Planner - Financial Coaching Australia Kaplan Professional Bundall BC, Queensland, Australia

Peita Richards

Financial Planner
Christian has been working in Product Development for over 20 years. Beginning with a staffing and scheduling project with the ANZ bank, Christian has worked in the banking, financial services, gaming and media industries leading teams in:
  • Software Development & Project Management
  • Software Architect
  • User Interface design
  • Business Workflow Management
  • Product Development / Go to market strategies
  • Security audit & review
  • Software performance monitoring and optimisations

Christian Payne

Product Manager

Financial Planning

Focus on you

With over 25 years industry experience, we know how to make things happen

Budget & Cashflow

We've been there before

We understand where you’re at. We’re here to help. Come and talk with us.

COMPANY HISTORY

Our journey started back in 1987 in the financial services field base in Melbourne.

In 2011, Shaun and his family packed their bags and headed from Melbourne to the sunny Gold Coast.

We’ve slowly expanded over the years to become a complete financial planning practice.

We focus on debt reduction strategies, financial and retirement planning.  With a network of professional staff here and abroad we will bring you a level of sophistication which has no competition.

Get in touch with us on our toll free number 1300 796 946 and we’ll be glad to have a conversation around what you would like to do.

We are here to help you grow your wealth to ensure a comfortable financial future.