ABOUT US

LifeTime Solutions is a local financial advice practice, made up of an experienced and highly qualified team.

We provide our clients with personalised and professional advice with a focus on pre-retirement and retirement planning, small business entities and SMSFs. We have an emphasis on strategy and building strong relationships with clients.

Our principal financial advisers, Sarah McDonald CFP© and Bree Campbell CFP© both strive to develop long-term relationships with clients, built on honesty and two-way communication, as working together will always lead to better outcomes. They are supported by an experienced team to ensure you have access to advice and the assistance you need.

Our Advisers

Get to know our dedicated team.

Bree and Sarah are proud to be Certified Financial Planner members of the Financial Advice Association Australia and are committed to the highest professional and ethical standards through upholding the Financial Advice Association Australia’s Code of Professional Practice.

Sarah McDonald

Principal and Financial Adviser
BA(Hons) DipFP
Authorised Representative No. 242860

Bree Campbell

Principal and Financial Adviser
Bachelor of Business (Financial Planning)
Authorised Representative No. 241293

Supported in the practice by;

Matthew McInerney

Martin Renner

Sarah Leslie

Robyn Manfield

Susan Anderson

OUR SERVICES

LifeTime Solutions helps you achieve your goals and secure your future—personally or professionally.

Wealth & Investments

Retirement Planning

Small Business Entities

Self Managed Superannuation Funds

Estate Planning

OUR BACKGROUND

LifeTime Solutions was originally founded in January 2004 and was a partnership between Barry Marsden & Sarah McDonald. On Barry’s retirement in June 2005, Sarah took over the practice.

In March 2010, Sarah changed the trading name to LifeTime Financial & Insurance Solutions and later to LifeTime Solutions (LTS) to reflect changes within the practice and the range of services we offer.

Bree joined the business as a financial adviser in 2013, bringing valuable experience in business development from Melbourne. After five years as an adviser, Bree became a partner in 2018, further strengthening the practice’s leadership.

CONTACT LIFETIME SOLUTIONS

Phone us to make an appointment on 03 5721 9399

Or email us on:
info@lifetimesolutions.com.au

Address:
31 Baker Street Wangaratta, VIC 3677

There is free on-street parking available at the front of our office.
Wheelchair accessible premises.

The Financial Services we offer are provided by LTS (WANGARATTA) Pty Ltd ATF LTS Unit Trust ABN: 43 113 384 147 trading as LifeTime Solutions, Authorised Representative No. 1266290 of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Suite 803, Level 8, 309 Kent St, Sydney NSW 2000

This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia

FSG

Monday-Friday:
9am – 5pm

Phone:
Office: (03) 5721 9399

Email:
info@lifetimesolutions.com.au

Address:
31 Baker Street
Wangaratta, VIC 3677

QUICK FIND About Services Our Staff Our History Contact Us

MORE DETAILS

There is free on-street parking available at the front of our office.

Wheelchair accessible premises

Smart solutions for a better retirement.