Juntos Somos Más — Together We're More

Financial clarity, in your language.

Premium, CFP®-led financial advice for high-earning professionals and business owners building wealth in their prime years. Bilingual. Fee-for-service. Built for the long run.

CFP®-led Fee-for-service Bilingual EN · ES Brisbane | National

Book a Discovery Meeting → How we work

Three ways to start

Wherever you are, there's a way in.

Pick the path that fits where you are right now. No pressure either way.

01 / Ready to chat

Book a Discovery Meeting

Two ways in. Pick a time and book a Discovery Meeting with one of our advisors directly — or contact us and one of our team will get back to you at a time that works.

Book a time directly → Or contact us

02 / Want to learn

Free resources

Plain-English breakdowns of the policy and market changes that matter — starting with our 2026 Federal Budget summary.

Read the Budget summary →

03 / Want to follow

Latest content

Weekly markets & policy commentary, wealth education, and behind-the-scenes from the firm.

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Who we work with

Is this for you?

Our advice is designed for Australians at the moments where money decisions get genuinely complex. If one of these sounds like you — let's talk.

i
You're a high-earning professional Doctor, lawyer, executive, consultant, tech. Earning well in your 30s or 40s and ready for a strategy beyond "max super and pick a fund".
ii
You've just had a big income jump First big bonus, partnership, equity event, leadership step-up. The financial moves you make in the next 12 months shape the next decade.
iii
You're building or running a business From structure and super through to growth, cash flow and eventually an exit. The advice needs to think a decade ahead.
iv
You're navigating a major life moment Buying a first home, starting a family, inheritance, divorce, redundancy. Big moments where the financial decisions outlast the legal ones.

Why Marin Wealth

Calm, evidence-based, built for the long run.

We're not the loudest firm in Brisbane. We are the one your clients refer their family to.

CFP®

Credentialed

Certified Financial Planner-led. The highest professional standard in advice, recognised globally.

360°

Comprehensive

Super, investments, insurance, structure, tax — all under one strategy. We adopt a 360-degree view so no financial decision lives in isolation.

EN·ES

Bilingual

Money is emotional. It's hardest to be emotional in a second language. Advice in English or Spanish — whichever serves you better.

Brisbane to National

Headquartered in Brisbane. Serving clients across Australia. In-person or video — whatever suits.

Our values

What guides every conversation.

Relationships

Meaningful relationships are the ethos. Our motto, "Juntos Somos Más," reflects our belief that collaboration amplifies success.

Accessibility

We break down financial barriers with jargon-free, bilingual communication and user-friendly technology.

Integrity

We commit to ethical practices, sidestepping quick fixes to deliver solutions genuinely beneficial for our clients.

Education

We champion financial literacy as the cornerstone of lasting success — equipping you with knowledge to make empowered decisions.

Ready when you are

Let's start the conversation.

Book a Discovery Meeting directly, or contact us and one of our team will get back to you to plan the conversation.

Book a Discovery Meeting → Or contact us

The information on this website is general advice only and does not take into account your personal objectives, financial situation, or needs. Before acting on any information, you should consider its appropriateness to your circumstances and, where appropriate, seek personal financial advice. Please read our Financial Services Guide and General Advice Warning before making any financial decisions. Marin Financial Pty Ltd · ABN 41 664 255 494 · AFSL 546799.