Andrew’s pathway into financial advice includes hands-on experience running businesses, which shapes a practical understanding of cash flow and financial pressures. His approach often reflects that background, focusing on everyday decisions that build toward longer-term financial stability.
Level 1, Unit 9/37 Kesteven St, Florey, ACT 2615, Australia
Andrew (Jian Yi) Lao believes financial planning is not a transactional arrangement, it is a relationship that is built on trust. Whilst Andrew has worked for large national businesses, he prefers smaller local financial planning practices that are client-focused.
Andrew has been in the Financial Services Industry since 2001. In his late 20’s, Andrew owned businesses in the retail and hospitality industry. In 2005, he re-entered financial planning with a deeper understanding of business ownership, which he has used to better serve his clients.
The company aims to build long-term partnerships with clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, just starting out, changing careers or moving from two incomes to one, their investment advisors can help you.
Andrew is married and enjoys spending time with his wife and 2 young children, hoping to teach them the joys of fishing and camping in the future.
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