Pedro Marin Ramirez

Marin Wealth

Gold

8 Yrs Experience

Brisbane City, QLD 4000

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 We foster an atmosphere of independent, innovative thought, free from biases or outdated approaches.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

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

5.00 September 2024

We were impressed with Pedro’s entire process. He made it so simple but also ensured we were fully equipped with all the information we may need over multiple personal appointments. His quick turnaround and flexibility ensured we already have seen immediate change and impact to our financial planning. He understood our needs and was transparent in his role related to these.

5.00 June 2024

I cannot explain how relieved I was to meet Pedro and his team. I had spoken to a number of Financial advisers who just did not "get it" and I was really at the point of giving up on finding a good adviser for me. Going through a separation and suddenly being overwhelmed by a complex financial situation, Pedro's knowledge of the financial issues that face individuals in break ups and divorce, are rare and exemplary. More than anything, these guys go out of their way to understand their client's as individuals. There are no "cookie cutter" solutions like those I frustratingly received from other advisers. Awesome in all ways. I just can't recommend Marin Wealth enough.

5.00 April 2024

I recently had the pleasure of working with Pedro and Carlos, and I can confidently say that my experience was exceptional. Their professionalism, kindness, and dedication to their work were truly remarkable.

They were meticulous in their approach, ensuring every detail was carefully considered and explained to me clearly. Their observant nature allowed them to understand my financial needs and goals accurately, and they tailored their advice accordingly.

One of the most valuable aspects of working with Pedro and Carlos was their patience. They listened attentively to all my concerns and questions, providing thoughtful and comprehensive responses that made me feel truly heard and respected.

In conclusion, I highly recommend Pedro and Carlos to anyone seeking financial guidance. Their expertise, combined with their genuine care for their clients, makes them an invaluable asset. I am grateful for their assistance and look forward to continuing our professional relationship.

5.00 February 2024

Pedro and the Team at Marin Wealth have been fantastic in setting my wife and I up for our future.

We could not speak highly enough about their professionalism and genuine care for our financial wellbeing.

Could not recommend highly enough.

5.00 February 2024

Pedro has given me solid advice about my finances. He always listens and explains the reasons for his recommendations with clarity. His energy and enthusiasm makes me feel he is working for me alone.

Adviser status Gold
Rating 4.96
Number of reviews 67
First year providing advice 2016
Years of experience 8
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Business (Accounting)
Languages spoken
- English
- Spanish