Are you confident your super will actually last the distance?
Are you confident your super will actually last the distance?
Apply for a FREE Pre-Retirement Consultation And Get clear on what your retirement could look like and what steps to take now
Book your free session with Strategix Wealth to get a simple, easy-to-follow plan for your retirement. You’ll understand how much you might need, how your super is tracking, and what you can do now to retire comfortably.
When you book your free consultation:
You'll speak with a licensed adviser, not a salesperson
You get clarity and direction, without any pressure
You'll leave with a personalised action plan with no guesswork
Free Personalised Retirement Plan Analysis
Feeling Uncertain About Retirement? You're Not Alone
To the hardworking Aussie who's starting to think seriously about the next chapter:
You're not alone if you're wondering:
Is my super on track?
What if I outlive my money?
Am I doing enough now to retire comfortably later?
Here's the truth:
Most Australians are unclear on how much they actually need to retire.
Without a strategy, many end up working longer than they wanted or living with financial stress they didn’t expect.
That’s why we created this Pre-Retirement Strategy Session.
We help everyday Australians get crystal clear on what their retirement could look like and what steps they can take now to feel confident, not anxious, about the future.
Here's what to expect:
A 20 - 30 minute chat with Alberto Diez, your Senior Financial Adviser
We review your current position, your goals, and your ideal lifestyle
You walk away with a clear plan and actionable next steps
There’s no pressure, no product pushing, and no obligation.
Alberto Diez
Senior Financial Adviser, Strategix Wealth
Free Personalised Retirement Plan Analysis
Why Book a Strategy Session With Us
Get clarity on what "enough" really looks like
Understand your super without the jargon
Build a plan that fits your retirement goals
Spot gaps and opportunities you may have missed
Learn how to optimise contributions before it’s too late
Know how to turn your super into income for life
Avoid common tax traps and drawdown mistakes
It's 100% free. No pressure. No selling.
Fully licensed and Australian-owned
Free Personalised Retirement Plan Analysis
Meet Alberto Diez, Your Senior Adviser
Alberto Diez
Senior Financial Advisor, Strategix Wealth
Alberto Diez is a Senior Financial Adviser at Strategix Wealth with over 15 years of experience helping Australians achieve financial clarity.
He’s passionate about empowering clients to take control of their retirement outcomes, especially those navigating complex decisions around super, investments, and income streams.
With a background in business management and financial planning, Alberto is known for explaining things in plain language and creating real-world strategies that work.
He holds a Bachelor of Business, an Advanced Diploma in Financial Services, and is an ASIC-registered adviser committed to ethical, client-first advice.
When you speak with Alberto, you won’t get jargon or pressure. Just guidance that makes sense for your situation.
Our 4-Step Retirement Clarity Process
STEP 1
Fill out our short form
Answer a few simple questions so we can understand where you're starting from and what matters to you.
STEP 2
We'll book your consultation
Our team will give you a call to lock in a time that works. Choose phone or Zoom.
STEP 3
Personalised strategy session
Alberto will take you through a relaxed 20 to 30-minute chat to explore your goals, savings, super, and options.
STEP 4
Walk away with a clear action plan
You’ll leave knowing exactly what to do next — whether that means adjusting your contributions, reviewing investments, or simply knowing you're on track.
Free Personalised Retirement Plan Analysis
What Makes Us Different
Strategix Wealth Session
$0 cost to you
Tailored plan for your life
Clear, simple conversations
No pressure, just strategy
Traditional Advice
$300+ cost upfront
Generic guidance
Confusing language
Product pushinggy
Free Personalised Retirement Plan Analysis
Common Questions Answered
Is this really free?
Yes. Your session is 100% free with no obligation to proceed.
Do I need to be close to retirement?
Not at all. Whether you're 5 or 15 years away, it's never too early to plan smart.
Is this a sales pitch?
No. We don't push products. This is real strategy and guidance.
Take the First Step Toward Peace of Mind
This isn't about guesswork, wishful thinking, or trying to figure it all out on your own.
Planning for retirement doesn’t have to be overwhelming. One clear, honest conversation can make all the difference.
During your session, we’ll:
Break down where you are now versus where you want to be
Show you how to improve your super’s performance without unnecessary risk
Help you avoid tax headaches and costly mistakes
Make sure you're not missing key contributions or entitlements
This consultation could help you save years of stress and thousands in missed opportunities. The sooner you start, the stronger your retirement can be.
Copyright © 2025 Strategix Wealth. All Rights Reserved.
Alberto Diez is an Authorised Representative No.337321 & Strategix Wealth Pty Ltd is a Corporate Authorised Representative No.1316422 of Focused Financial Advice Pty Ltd ABN 52 104 882 028 AFSL 286219
Disclaimer: This information is general in nature and does not constitute personal financial advice. Please consider your own circumstances before making any decisions.