Marin Wealth, based in Brisbane, is a boutique financial advisory firm that provides bespoke financial services across Australia.
Founded in 2023 by Pedro Marin Ramirez, Marin Wealth is at the forefront of the evolution of Financial Advisory Practices. We foster an atmosphere of independent, innovative thought, free from biases or outdated approaches. Our advisers combine seasoned expertise with fresh, dynamic thinking. We do away with guilt-inducing financial dialogues; instead, we invest the time to comprehend your unique 'why' and to fully grasp your interpretation of 'wealth' and financial wellbeing.
Our personalised strategies are tailored to each client's circumstances, emphasising best practices, long-term planning, and risk aversion. Coming from a migrant background, Pedro places high value on the protection and preservation of wealth. This ethos ensures we treat your assets as carefully as we would our own.
Pedro brings over a decade of experience in the financial industry, with a background steeped in tax accounting and 'Big Super'. His wide-ranging experience equips him with comprehensive knowledge, which forms the cornerstone of your wealth-building journey.
Marin Wealth extends its services to individuals at any stage of their wealth journey. Our clients are a diverse group unified by their ambition to leverage their wealth to its full potential. Regardless of your life stage, if you aspire to increase your financial yields or are searching for the most effective strategies for financial freedom, Marin Wealth is your trusted partner. Our clients, who come from diverse backgrounds and cultures, all share one common goal: the ambition to live life more abundantly.
Our firm believes in the strength that comes from unity. By cultivating strong relationships and encouraging collaborative efforts, we strive to accomplish more than we could separately.
Juntos Somos Más — Together, We're More.
I have experience with Pedro has been very valuable as he has explained very thing easy to understand.
Pedro 's communication and knowledge skills are amazing has a wealth of knowledge. It's a pleasure working with Pedro with my finance needs.
Pedro is extremely attentive and knowledgeable. His information is also delivered in an easily understandable way, tailored well to different knowledge levels. I believe Pedro acts completely for his clients.
Pedro is very client focused, punctual and efficient in all of his dealings with me. Thanks to his guidance and ongoing advice, I feel confident about my retirement at last.
Seeking financial advice can feel like a vulnerable situation. Pedro was very welcoming and put a lot of time and effort into establishing trust and respect. His values as a person come across in his work ethic and I look forward to building a secure future with his guidance.
Pedro is an excellent communicator. He was able to explain tricky concepts in a way that I could understand. Whenever I leave an interaction with Pedro, I feel empowered and in control of my financial future. I have already recommended Pedro to my friends and family.
- Adviser status Gold
- Number of reviews 62
- First year providing advice 2016
- Years of experience 7
- Certified Financial Planner (CFP)
- Graduate Diploma of Business (Accounting)
Marin WealthLevel 6, 123 Eagle St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call