At Bamboo Wealth, we believe trusted introductions deserve recognition.

If you know a colleague, family member, or business associate who would benefit from structured financial advice or insurance protection, our referral program allows you to connect them with professional guidance — while being rewarded for the introduction.

We handle the strategy, compliance, and advisory process. You simply make the connection.

A Referral Program Built On Value

When your referral engages Bamboo Wealth as a client, you will receive:

• 10% of the financial advice fee
• 20% of upfront insurance commissions

Depending on the engagement scope, this can equate to up to $550 per successful referral.

Transparent. Structured. Professional.

Why Refer to Bamboo Wealth?

• Experienced, compliant financial advisory services
• Tailored strategies across insurance, superannuation, lending, and investments
• Structured long-term wealth planning approach
• A seamless and discreet referral experience

Your reputation matters. We treat every introduction with the same care and professionalism we apply to our own clients.

Simple. Professional. Rewarding.

There is no selling requirement and no ongoing involvement required from you. Once you introduce the individual, our advisory team manages the engagement process end-to-end.

You help someone gain clarity and financial confidence.
We ensure they receive disciplined, strategic guidance.
You are rewarded appropriately for the introduction.

Begin Referring Today

Connect us with someone who could benefit from structured financial advice and protection.

We’ll take care of the rest.