Certified Financial Planner Brisbane
Let’s explore what wealthy means for you.
Why marin wealth?
Personalised to you
Our certified financial planners take the time to understand your individual financial situation, goals and aspirations by tailoring our strategies to meet your unique needs.
Finance in your language
We’re fluent in English and Spanish, but we’re also fluent in ‘Finance’—this means we’ll break down complex financial jargon into clear, understandable terms you can relate to.
Comprehensive
We provide a 360-degree view of your financial life, beginning with foundational steps like choosing the right Super and cash flow planning, before diving into more complex strategies like investments and future planning.
Marin Wealth, established in 2023 by Certified Financial Planner Pedro Marin Ramirez, offers a refreshing approach to wealth management that is personal, aspirational, and devoid of any guilt-tripping about what you ‘should’ be doing.
How We Help
By demystifying the complexities of the finance world. We help aspirational people and business owners gain clarity and confidence through personalised advice and strategies.
Wealth
Creation
Wealth
Protection
Tax
Mitigation
Financial
Health Check
Business
Planning
ESG
Investing
What Our Clients Say
Katie
35-45 years, Brisbane
“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.”
Erin
Under 35 years, Brisbane
“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.”
Ella
Under 35 years, Sunshine Coast
“As a young person seeking information and advice on financial matters I found Pedro to be a great source of knowledge. I came to him with many questions and he was able to help me feel more secure in the financial decisions I was making…”
Don’t simply take our word for it, read over 60 positive reviews from real clients on our Adviser Ratings.
Frequently Asked Questions
Booking an initial meeting is simple. We have a unique ‘Calendly’ link in the top navigation bar or here. You can quickly select an appointment that suits you.
Our initial consultation is an assessment of your current financial situation as well as an analysis of your values and alignment, to ensure we’re the right partner to move forward together. We offer a full money back guarantee on this appointment. If you’re not 100% satisfied with the outcome of the meeting, we’ll refund you immediately.
We welcome clients from various financial backgrounds. There is no strict minimum amount required; our focus is on how best we can help you achieve your financial goals.
Yes, we offer one-off strategies for clients who are not looking for ongoing financial management but want expert advice for a specific issue or goal.
Our team is bilingual, fluent in both English and Spanish to cater to a diverse clientele.
While there’s no specific ‘best time’ to see us, remember the saying, ‘The best time to plant a tree was 20 years ago. The second best time is now.’ Similarly, the best time to get your finances in order is as soon as possible.
Ready to start the journey towards financial freedom?
The best way forward is by booking a meeting with one of our certified financial planners.
