Marin Wealth

Marin Wealth Provision of financial advice by a bilingual (Spanish) Certified Financial Planners.

Dancing CEOs 2026!!No dancing for me this year—just supporting an event that means a lot to me after my participation in...
30/05/2026

Dancing CEOs 2026!!

No dancing for me this year—just supporting an event that means a lot to me after my participation in 2023.

Massive respect to everyone who stepped onto the dance floor tonight. It takes courage, commitment and a good sense of humour. 👏

Proud to be part of such an incredible community.

Are you actually wealthier than you were five years ago?If you’re the typical Australian household, probably not.Since 2...
14/05/2026

Are you actually wealthier than you were five years ago?

If you’re the typical Australian household, probably not.
Since 2019, average household wealth is up 24% in real terms.

The median household — the middle, the typical experience — hasn’t moved at all.

Same country. Same five years. Two completely different stories.

The gap is the difference between average and median. Average gets pulled up when wealth concentrates at the top. Median is the experience most people actually live.

For retirement planning, this matters. If your strategy assumes “the market keeps lifting all boats,” the last five years tell a different story.

Plans beat luck.

If you’re not sure your plan is built for the next decade — not just the last one — let’s have a 15-minute chat. Link in bio.

Juntos Somos Más — Together We’re More.

General information only. Does not consider your objectives, financial situation or needs.

Source: KPMG analysis of ABS Household Income & Wealth (2019–20); ABS National Accounts; Labour Force Status of Families. Figures inflation-adjusted. Marin Financial Pty Ltd | ABN 41 664 255 494 | AFSL 546799.
PersonalFinanceAU BrisbaneFinancialAdvisor JuntosSomosMás

The Federal Budget confirmed what we’ve been outlining for a while now, with the important details now locked in.Some of...
12/05/2026

The Federal Budget confirmed what we’ve been outlining for a while now, with the important details now locked in.

Some of these changes are significant. Here’s what every Australian investor, business owner, and family-trust user needs to know.

Swipe through for the breakdown: → Negative gearing — grandfathering rules clarified → Capital gains tax — the 50% discount is going → Small business — two genuine wins → Family trusts — a major structural change → Personal taxes — two new measures

The two biggest shifts? The new minimum 30% tax on trust distributions, and the move away from the 50% CGT discount toward indexation.

Both will reshape how a lot of Australians invest and structure their wealth.

If you own investment property, run a business, or use a family trust — the time to review your strategy is now, not after the rules change in 2027.

Questions? Drop them below or send us a DM. Always happy to talk it through.

General information only. Not personal advice.

Tonight’s Federal Budget confirmed what we have been outlining for a while, with the important details now locked in.So...
12/05/2026

Tonight’s Federal Budget confirmed what we have been outlining for a while, with the important details now locked in.

Some of these changes are significant. Here’s what every Australian investor, business owner, and family-trust user needs to know.

Swipe through for the breakdown: → Negative gearing — grandfathering rules clarified → Capital gains tax — the 50% discount is going → Small business — two genuine wins → Family trusts — a major structural change → Personal taxes

The two biggest shifts? The new minimum 30% tax on trust distributions, and the move away from the 50% CGT discount toward indexation.

Both will reshape how a lot of Australians invest and structure their wealth.

If you own investment property, run a business, or use a family trust — the time to review your strategy is now, not after the rules change in 2027.

Questions? Drop them below or send us a DM. Always happy to talk it through.

General information only. Not personal advice.

This one means a lot 🫶🏻Grateful to receive the FAAA Distinguished Service Award this afternoon.What started as a simple ...
28/04/2026

This one means a lot 🫶🏻

Grateful to receive the FAAA Distinguished Service Award this afternoon.

What started as a simple desire to give back has led to incredible experiences, great people, and a much deeper connection to our profession.

This recognition reflects the many people I’ve had the privilege to work alongside, and thank you for pushing our profession forward.

But im also excited to keep contributing to the future of financial advice in Australia.

A massive thank you to all 🫶🏻❤️

Team upgrade alert 🚨We somehow convinced Hannah Elliot to join Marin Wealth… still not entirely sure how we pulled that ...
26/03/2026

Team upgrade alert 🚨

We somehow convinced Hannah Elliot to join Marin Wealth… still not entirely sure how we pulled that off 😅

If you know, you know! and if you don’t, you’re about to. Big talent, even bigger future.

Safe to say… we’re feeling VERY lucky right now 🍀
Welcome to the team, Hannah 🙌

When switching reaches record highs, it’s usually performance chasing. 🎯📊Returns are visible.Strategy, structure, and se...
17/02/2026

When switching reaches record highs, it’s usually performance chasing. 🎯📊
Returns are visible.
Strategy, structure, and service are not.
Review the full picture first.

10/02/2026

Most parents don’t realise this option even exists.

Education bonds can be a powerful way to fund children’s education, when used correctly.

They can be complex, so getting the right advice matters. We’re here to help if you’d like to learn more 🫶🏻❤️

General information only. This does not consider your personal objectives, financial situation or needs. Seek professional advice before acting.

24/12/2025

Jesus and I share the spotlight, not a bad birthday deal if you ask me 😂🫶🏻

Grateful for another lap around the sun, all the love, and everyone in my life.

Merry Xmas 🎄 and thank you for all the birthday wishes ❤️

One child. One wish. One community that made it happen. 🫶🏻❤️”This year’s Marin Invitational, together with our clients, ...
02/10/2025

One child. One wish. One community that made it happen. 🫶🏻❤️”

This year’s Marin Invitational, together with our clients, business partners, friends, and family we raised $7,500 for the Starlight Children’s Foundation. Enough to grant a sick child their wish.

Think about that for a second… one child, in the toughest battle of their life, will get to live their dream, all because of you.

Huge thank you to everyone who played, donated, and supported 🙌🏻. You made this possible.

Can’t wait for the next one. Let us know if you want in!

⸻

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Level 6 123 Eagle Street
Brisbane, QLD
4000

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8am - 5pm

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