Lifetime Solutions
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LifeTime Solutions is a financial advice practice located in Wangaratta, VIC, dedicated to providing personalized and professional financial guidance, particularly in pre-retirement and retirement planning, small business entities, and Self-Managed Superannuation Funds (SMSFs). Founded in 2004, the firm has a strong emphasis on building long-term relationships with clients, championed by experienced advisers Sarah McDonald and Bree Campbell, who are both Certified Financial Planner members of the Financial Advice Association Australia.
The team at LifeTime Solutions offers a wide range of services including wealth management, investment advice, estate planning, and more, ensuring clients achieve their financial goals. The practice has evolved over the years, reflecting changes in services and leadership while maintaining a commitment to the highest professional and ethical standards.
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