About us

Who we are

We are a financial planning business based in Morwell and have been providing professional planning advice since 1987.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money
  • Banking Solution

Mission Statement

At Money Talk Planners, we believe in delivering effective service and strategic objective advice, by providing quality time with you to protect, create and maintain your wealth.

We are leaders in the Financial and Lifestyle Planning division providing you with quality advice, choice, better service offerings and regular educational seminars all in a professional relaxed atmosphere.

We like to be involved in our local community by giving our time and resources back to the areas that we can compliment.

Meet our team

Tony Salvatore

Practice Principal

Certified Financial Planner I Dip FP I CFP®

Adrian Salvatore

Certified Financial Planner | M.FinPlan B. Com (FP) Dip (FP) Dip (F&MB) CFP

Support Staff


Operations & Compliance Manager I AdvDip FP & Dip Business

Fil Salvatore

Accounts Manager

Henry Bishop

Portfolio Administrator I Grad Cert FP

Peter Armour

Senior Social Security Administrator

Renee Lehrner

Portfolio Administrator

Georgia Dubois

Client Care/Receptionist Trainee

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Get Started

Come and chat with us about how we can help.

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