Melbourne Financial Advisors for professionals and business owners

Helping clients from Melbourne all the way down to the Bellarine Peninsula.

The why behind Salus Financial

We often meet professionals and business owners who are exceptional at what they do, but feel lost when it comes to their finances.

They work hard and earn good money, yet there's a lingering question: What exactly are they working towards financially?

This is a common scenario. They have the financial resources but lack the confidence to make significant progress.

This is what we aim to change.

At Salus Financial, our approach to financial planning is tailored for those who aspire for an early retirement, for dedicated small business owners, and for accomplished professionals seeking to understand and secure their financial future with greater confidence.

New beginnings but our roots run deep

Salus Financial marks the fusion of David's Capital Wealth Group and Marc's MJO Financial, blending decades of expertise and industry leading qualifications.

At its core, our business is built on enduring client relationships and trust, bringing a depth of knowledge and personalised service under one innovative roof.

Meet our team

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David Palermo

Practice Principal / Financial Planner

Marc Occhipinti

Practice Principal / Financial Planner

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Wendy Yates

Compliance Manager

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Matt Flint

Client Services Administrator

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Jan Ramos

Client Services Administrator

Salus (Latin: salus, "safety", "salvation", "welfare") was the Roman goddess of safety and well-being (welfare, health and prosperity)

What to expect from Salus Financial

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    We care

    We don't just manage your finances; we take the time to understand who you are and where you're headed. Our clients often become like family, sharing their successes with us along the way.

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    Straight talk, no fluff

    We tackle the fear of the unknown by breaking down complex financial concepts into plain English. It's about making sure you understand and feel confident about your financial choices.

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    In your corner

    Life is full of changes, just like the markets and regulations. As these shifts occur, we're right beside you, refining your financial plan and keeping you accountable.

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    Experienced, qualified advice

    At Salus Financial, our advisors combine years of experience with top qualifications and a commitment to ongoing education.

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