Pedro Marin Ramirez

Marin Wealth

Gold
8 Yrs Experience
Brisbane City, QLD 4000

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 We foster an atmosphere of independent, innovative thought, free from biases or outdated approaches.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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 64
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Business (Accounting)
  • Languages spoken
    • English
    • Spanish

Marin Wealth

Level 6, 123 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Marin Wealth

AFSL 546799