Summation Strategies Pty Ltd

At Summation Strategies, we are excited by anything to do with personal or small business finance. We are really into it. However, we also realise that not everyone shares our passion and that thinking about their financial affairs is a concern for some people. You may worry that you do not have enough money to live the life you want, or you may not know where to start with getting organised to secure your future. We would love to help you achieve financial peace of mind.

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Summation Strategies Pty Ltd
Summation Strategies Pty Ltd

Summation Strategies was founded by Anne Taylor in order to be able to provide high quality financial advice to those that need it without any conflict of interest and to be able to focus on strategic recommendations rather than making financial product sales. Strictly fee for service, Summation Strategies do not accept any incentives or commissions from financial institutions, nor do we charge percentage based fees. We will not recommend that you change any of your existing accounts or policies unless there is a real long term benefit to you in doing so. Anne understands that every person’s situation and preferences are unique and is skilled in devising financial strategies that meet individual needs. She believes that everyone can benefit from being more in control of their financial situation and having a plan in place. She is an avid reader and researcher of all things to do with personal and small business finance and is constantly looking for new ways in which she can help her clients. Anne holds a Bachelor of Business (Financial Planning) from RMIT University. Prior to working in financial planning, Anne had a 20 year career in Information Technology, starting out in software engineering and ending up in project management.


Address: PO Box 171, Ivanhoe, 3079, Victoria, Australia

Phone: +61 414 603 609
FAX: