Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
2016
10 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Bamboo Wealth is a boutique Financial Planning firm providing holistic advice in superannuation, retirement planning, expatriates, SMSFs and insurance. The Principal Planner is supported by a professional customer service team focusing on principles of professional and ethics standards.
The Mission Statement of Bamboo Wealth adheres to highest standard of professional practices expected by the Financial Planning Association ( FPA) and other regulatory bodies.
Personalised Financial Advice is provided with highest level of care and diligence with the Principal Planner holding a Post Graduate Masters in Financial Planning, registered as Financial Tax Adviser as well as been registered as a Certified Financial Planner (CFP) for 14 years with the FPA.
Specialties
- centrelink
- retirement planning
- financial planning
- estate planning
- superannuation
- portfolio construction
- wealth creation
- smsf
All 13 specialties
- Financial Planning
- Superannuation
- SMSF
- Retirement Planning
- Expatriate Planning
- Estate Planning
- Age Care
- Debt Minimisation
- Portfolio Construction
- Wealth Transfer
- Wealth Creation
- Insurance Planning
- Centrelink
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU789 Nicholson St; Carlton North, Victoria 3054Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
2 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Bamboo Wealth?
3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Bamboo Wealth have offices?
One address on record, Australia only. Primary: 789 Nicholson St, Carlton North, Victoria 3054.
Has Bamboo Wealth raised funding?
None linked to this brand.
What does Bamboo Wealth list as its specialties?
13 tags on the brand's own list, among them centrelink, retirement planning and financial planning.
Which companies are listed alongside Bamboo Wealth?
3 profiles list Bamboo Wealth as a peer — 61st percentile in Financial Services. It lists ten peers of its own. Docscentre Pty Ltd and Bamboo World Nursery list it back.