Advice for the moments money gets complex: building wealth, running a business, planning for retirement. Led by a Certified Financial Planner.
A few quick questions, just tap an answer. You'll see a client story like yours, the adviser you'd likely meet, and what working with us looks like from the very first conversation.
Everyone starts with Discovery. After that, you choose only what you need, one step at a time. Tap a step to see what it involves.
If you need itA check of a deal you’ve already agreed · Help with a business or trust · Government or military super
Ways to payBank transfer or card for any step, or JustFund if you’re approved, repaid from your settlement. Some step 05 advice may be paid from your super. We never charge interest on our fees.
Download the full module guide, including fees →General information only, not advice. If you book, your answers come through to us so we can prepare for the conversation.
Client stories are shared with permission, with details changed for privacy. General information only. Individual circumstances and outcomes differ.
Good advice starts with a conversation, not a sales pitch. Every step is clear before you take it.
Fees are fixed, disclosed in writing and agreed before any work begins. Ongoing agreements are reviewed and renewed annually.
Not sure who to book with? Answer a few quick questions and we'll point you to the right adviser. Or, if you already know who you'd like to meet, book with them directly.
Hannah is a Financial Adviser and a recognised voice in the profession: a finalist for Female Financial Professional of the Year and named in INFIN's 40 Under 40 Future Financial Leaders. She works with clients from all walks of life, with particular expertise guiding women through divorce and separation.
Five years in financial advice and a financial planning and taxation graduate. Jenna is completing her Professional Year under Pedro's supervision, so every recommendation she makes is reviewed by a Certified Financial Planner.
Practising since 2012 across financial advice, superannuation and accounting. Pedro founded Marin Wealth in 2023 and leads the strategy behind every client plan.
Pedro isn't taking on new clients directly. He joins client meetings alongside our advisers, because good advice is a team effort.
Fernando is the reason things move between meetings. He prepares your documents, keeps the paperwork flowing with super funds and insurers, and makes sure nothing falls through the cracks. He has been part of Marin Wealth since 2024 and supports every adviser on the team.
Whoever sits across the table from you, the whole practice and its licensee, Marin Financial Pty Ltd (AFSL 546799), stands behind every recommendation you receive.
We're not the loudest firm in Brisbane. We are the one our clients refer their family to.
Certified Financial Planner-led. The highest professional standard in advice, recognised globally.
Super, investments, insurance, structure and tax, all under one strategy. We adopt a 360-degree view so no financial decision lives in isolation.
Every fee is fixed, quoted in writing and agreed before any work begins. You'll always know what you're paying, and why.
Headquartered in Brisbane. Serving clients across Australia. In person or by video, whatever suits.
Reviews are for Pedro Marin Ramirez CFP® on Adviser Ratings, an independent review platform. Reviews reflect individual experiences and are not a guarantee of future outcomes.
Meaningful relationships are the ethos. Our motto, "Juntos Somos Más," reflects our belief that collaboration amplifies success.
We break down financial barriers with jargon-free communication and user-friendly technology.
We commit to ethical practices, sidestepping quick fixes to deliver solutions genuinely beneficial for our clients.
We champion financial literacy as the cornerstone of lasting success, equipping you with knowledge to make empowered decisions.
As a guide, we work with people who have combined super balances of $150,000 or more, or a combined income of $200,000 or more. For investing outside super, we suggest starting with at least $32,000, plus regular ongoing contributions. Not quite there yet? Book the intro chat anyway. We'll tell you whether advice makes sense now, or what to focus on first.
Going through a separation? These guides don't apply. Our separation advice is built in separate steps, so you can start with Discovery whatever your balances.
Discovery is a paid meeting, and you'll see the fee before you book. At Findings we quote a fixed fee for your strategy, tailored to how complex your situation is, and agreed in writing before any work begins. If you choose an Ongoing agreement, that's a fixed monthly fee, reviewed each year.
No. Some clients come to us for a one-off piece of advice. Others prefer an Ongoing agreement with regular reviews and support. You decide, and you only commit to one step at a time.
Yes. We're based in Brisbane and meet in person at our Eagle Street office, but many of our clients across Australia work with us entirely by video.
As soon as you book, we'll email you a short list of what to send us before the meeting, along with a secure link to upload it. Please don't skip it. The more we have beforehand, the more of Discovery we can spend on your goals and options, rather than gathering paperwork.
Yes, and we prefer to. We look after the advice and the overall strategy, your accountant looks after tax returns, and your lawyer looks after the legal side. We work alongside them, never around them.
Start with a 15 minute intro chat with one of our advisers, or contact us and one of our team will get back to you at a time that works.
Get started → Or contact us