Derek Taylor, Director of Taylord Financial Solutions

Derek Taylor Director of Taylord Financial Solutions has been a member of BRG Penrith since February 2017.  I was employed by St George Bank for 15 years as a Financial Planner, and at WealthStream financial solutions for a further 4 years. In March 2014, I established Taylord Financial Solutions, based in Penrith NSW.

At Taylord Financial, we provide long term solutions to meet you and your family’s lifestyle needs. By taking the time to understand what your financial and personal goals are, our team, with its breadth of expertise and experience can take care of you, and allow you to build a hassle free and enjoyable retirement.

We are able to provide advice on the following areas:
Managed Investments
Superannuation
Strategic advice about consumer credit and consumer credit referrals
Margin Lending
Self Managed Superannuation – Investment Advice only

Whilst our main office is located in Penrith, NSW, we also have office space in Katoomba, NSW and we will also travel to meet clients in their workplaces and homes, wherever they are located which also means we are able to travel across Australia should the need arise.
Membership of the local BRG Group has allowed me to forge important strategic alliances with the local business community, and in particular the members of BRG.

Through the development of an alliance with Action Insurance Brokers, Taylord Financial has been able to provide insurance solutions across a number of areas.

The value of utilising expertise outside my area to assist in the development of my business.