RightTrac Planning is a financial advisory firm based in Toowoomba, Queensland, Australia, dedicated to helping individuals and families navigate life’s financial transitions with confidence. With a team of experienced advisors led by Director Lukas and Director Archie, RightTrac offers services such as Retirement Planning, SMSF management, insurance, and investments. With a focus on removing noise, managing investment risk, and creating lifetime income, RightTrac Advisors work closely with clients to develop personalized strategies that align with their goals and aspirations.
Founded by Archie Franz in 2013, RightTrac Planning has a rich history of almost 30 years in assisting Australians with their finances. The team prides itself on being different from traditional advisors by emphasizing understanding strategies, developing an investing mindset, and managing risk effectively. By fostering a culture of clarity, great communication, growth mindset, and love, RightTrac aims to empower clients to prosper financially and achieve their long-term objectives.
With a commitment to providing exceptional service and support, RightTrac Planning offers administrative assistance from Trish and small business advisory services to help business owners gain the clarity needed to lead with confidence. Through a combination of in-person consultations and virtual meetings via Zoom, RightTrac serves clients nationwide, ensuring that individuals and businesses receive the guidance and expertise required to succeed in their financial endeavors.