Alberto Diez has spent 20 years guiding Australians through every market turn, from the mid-2000s boom to the 2020 pandemic recoil, inside large advisory firms such as Canaccord Genuity Australia, Perpetual Private, Macquarie and BT. His career spans roles as a Financial Adviser, Private-bank Adviser and now principal of his own firm, giving him a 360-degree view of how fortunes are built, protected and, when complacency creeps in. His hallmark blend of analytical rigour and relationship depth is why he’s recognised for “developing strategic solutions that propel profitable outcomes.”

What You Can Expect

Alberto works best with Australians who earn a solid income, have begun to build savings, paying down debt, growing their super, and want straight answers. Each relationship starts with a deep dive into your goals and numbers, then delivers a clear written roadmap covering investments, Super/SMSF, insurance protection, tax and retirement. Reviews aren’t box-ticking once a year; they’re proactive check-ins that keep you on track as life, markets or legislation change.

• Two-way accountability: You’ll know exactly what happens next and who owns each step.

• Evidence, not hunches: Strategies are constructed from research and discipline, stress-tested against worst-case scenarios yet geared for long-term upside.

A Curiosity Worth Exploring

Most new clients arrive believing their money is “doing fine.” Alberto’s discussions often uncover silent inefficiencies, fees hidden in legacy platforms, tax drag inside mis-matched structures, or insurance cover cobbled together long ago. Tweaking just one of these leaks can lift lifetime capital without taking extra risk. Would you like to know where your finances might be leaking?

Book Your 30-Minute Strategy Call

Let’s just talk. Bring your statements, your goals and whatever’s keeping you up at night. In half an hour you’ll walk away with a practical idea to improve your position, or confidence you’re already on the right track. Ready when you are.

Appointment times are limited, as we tend to accept a maximum of 3-4 new clients per month.
Email alberto@strategixwealth.com.au or phone 0414 660 997 to secure your confidential call.