Bamboo Wealth Community  Pro Bono Initiative

 

Bamboo Wealth are engaged in community based initiative in affiliation with the Financial Planning Associations Pro Bono Program. As CERTIFIED FINANCIAL PLANNER™ professionals we aim to help victims of disaster and those in special need.  Bamboo Wealth Pro Bono Program​ aims to assist underserved individuals and families striving to build assets and improve their lives but cannot afford to engage a planner on their own.

We believe this is a great way to give back, build professional skills and strengthen ties with your community and fellow FPA members. Giving vulnerable members of our communities a helping hand by sharing our professional expertise.  We provide sound, objective advice free of charge and not linked to any sales or promotion of products or services.

We can assist with:

  • Centrelink payments
  • Superannuation
  • insurance
  • debt management
  • budgeting
  • restructuring income and assets
  • estate planning
  • transition-to-retirement strategies.