Marin Wealth, based in Brisbane, is a boutique financial advisory firm that provides bespoke financial services across South East Queensland.
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 We foster an atmosphere of independent, innovative thought, free from biases or outdated approaches.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.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Level 6, 123 Eagle Street, Brisbane,qld 4000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://marinwealth.com.au
- Keywords
- Financial Advice, Financial Planning, Cash flow management, Term deposits and government bonds, Managed investments, Securities (direct shares), Superannuation, Retirement Planning, Personal Insurances, Debt Management, Tax (Financial) Advice, Estate Planning, Business Planning.
- HQ
- Brisbane, QLD
Marin Wealth Questions
Marin Wealth's website is https://marinwealth.com.au
Marin Wealth's LinkedIn profile is https://au.linkedin.com/company/marin-wealth
Marin Wealth has
4 employees.
View email and phone details for 4
employees at Marin Wealth.
Marin Wealth's industry is
Financial Services
Marin Wealth's top competitors are
Tallpopie,
3point Insurance,
Avoca Money,
Marlborough Place Independent Financial Advice,
Top City Investment,
One Road Wealth,
Morgans Financial Limited,
Marleymedia,
Edward Paul Independent Financial Advice Centre,
Bell Partners.
Marin Wealth's categories are Financial Services
Marin Wealth's founding year is 2023
