Enriched Wealth Podcast

Strategem Financial Services

The Financial Success Podcast brought to you by Strategem Financial Services, Hosted by Kris Tatt. The podcast where we dive into the world of financial planning, wealth building, accounting, taxation, and investment services. Each episode brings you key strategies and trending topics to empower you to make better financial decisions. Join us as we explore the path to financial success and enrich lives together.

  1. MAR 20

    Episode 17 | Kris Tatt chats with Andrew Pearce about the importance of illness insurance to protect your family.

    In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Andrew Pearce, Director at Tweed Sutherland First National, for a heartfelt and deeply honest conversation about career, resilience, and the moments that change your perspective on what really matters. With more than 25 years in Bendigo’s real estate industry, Andrew shares insights from his professional journey — but also opens up about his recent cancer diagnosis, how it reshaped his mindset, and what he’s learned about life, family, and leadership along the way. They talk about: ✅ Building a long-term career in real estate — and staying passionate ✅ Mentorship, mindset, and the importance of leading by example ✅ The day-to-day rhythms that support consistency and clarity ✅ Facing a life-changing diagnosis — and finding purpose in the process ✅ Why contribution, connection, and community are the real measures of success This episode is about more than business. It’s a moving reminder that wealth isn’t just financial — it’s found in the way we live, the people we impact, and the legacy we leave behind.

    42 min

  2. MAR 5

    Episode 16 | Kris sits down with Angie O’Rourke to explore the often-overlooked role insurance plays in protecting the wealth, assets, and livelihoods of everyday Australians.

    In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Angie O’Rourke, Senior Account Broker at Bendigo Insurance Brokers, to unpack the often-overlooked role of insurance in protecting the wealth, assets, and livelihoods of everyday Australians. With deep experience across commercial, industrial, and personal insurance lines, Angie shares why building strong relationships and taking the time to understand each client’s risks is at the heart of what she does. They discuss: ✅ What a good insurance broker actually does behind the scenes ✅ Common gaps in business insurance (and how to avoid them) ✅ Why personalised advice beats online quotes every time ✅ The growing demand for tools, trades, and professional indemnity cover ✅ What business owners should review in their policies each year Whether you’re running a business, managing property, or just want to feel confident your assets are protected, this episode will give you practical insights into getting your insurance right — without the overwhelm.

    40 min

  3. JAN 30

    Episode 15 | Drive High Performance in Both Life and Business with Rick Townsend

    In this episode of the Enriched Wealth Podcast, Kris Tatt chats with Rick Townsend — founder of Prime Life Health & Wellbeing — about the mindset, habits, and daily choices that drive high performance in both life and business. A coach, entrepreneur, and advocate for whole-of-life wellbeing, Rick shares how years in elite sports, leadership, and health education led to the creation of Prime Life: a business designed to help people live, move, and perform better at every stage of life. They explore: ✅ The link between physical wellbeing and sustainable business performance ✅ How business owners can embed better habits into their busy lives ✅ Why burnout is a real risk (and how to get ahead of it) ✅ The science behind longevity and high performance ✅ How Prime Life is helping people across Australia take ownership of their health Whether you're leading a team, running a business, or just ready to live better — this episode will inspire you to think about success beyond just the bottom line.

    1 hr

  4. 08/14/2025

    Episode 14 | Building Strong Workplace Cultures with Aishleen O’Sullivan

    In this episode of the Enriched Wealth Podcast, Kris Tatt is joined by Aishleen O’Sullivan, People and Culture Manager at Strategem, for an open and insightful conversation about building strong workplace cultures, creating career pathways, and supporting people beyond the job title. With a passion for recruitment, retention, and real conversations, Aishleen shares how Strategem’s people-first approach has evolved  and why investing in your team is one of the smartest business moves you can make. They chat about: The link between culture and performance Creating supportive pathways for early-career professionals How to build trust with your team and why it matters What jobseekers are really looking for today The importance of flexibility, autonomy, and accountability in modern workplaces Whether you’re growing a team or looking to join one, this episode is packed with valuable perspective on what it means to lead  and live with purpose at work.

    56 min

  5. 07/17/2025

    Episode 13 | How to Build, Grow & Exit Your Business Successfully with Chris Harrington.

    In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Chris Harrington, Managing Partner at Strategem, to explore what it really takes to run, grow, and ultimately exit a business. Chris shares his journey from working in small local firms to leading one of regional Victoria’s most respected accounting practices, offering a candid perspective on leadership, business strategy, and the importance of relationships. They unpack: Why your business structure matters from day one (and how it shapes your exit options) What succession planning actually involves — and why it’s never too early to start How to prepare your business to be less dependent on you as the owner The value of understanding goodwill and realistic valuations before it’s time to sell Lessons learned from decades advising family businesses, farms, and professional firms Whether you’re just getting started or you’ve been running your business for decades, this conversation is packed with practical insights to help you protect what you’ve built — and plan for what comes next.

    55 min

  6. 06/19/2025

    Episode 12 | Growing, Scaling, or Exiting Your Business? What You Need to Know – with Lachlan Edwards from OFRM Lawyers

    In this episode of the Enriched Wealth Podcast, Kris Tatt chats with Lachlan Edwards, Director and Commercial Lawyer at OFRM Lawyers, about the critical legal foundations every business owner needs — from startup through to succession. ⁠ Lachlan shares his unique journey from journalism to law, and why helping businesses succeed (and avoid preventable headaches) is at the heart of what he does. ⁠ They dive into: Setting up your business structure the right way Why business owner agreements are essential, even among friends Managing risk as your business scales How to approach succession planning and selling your business Common legal mistakes businesses make — and how to avoid them If you're starting, growing, or thinking about your exit strategy, Lachlan’s insights are packed with practical advice to help you protect and future-proof your business.

    55 min

  7. 05/29/2025

    Episode 11 | How Strategic Property Investing Can Build Your Financial Future - with Travis Breheny from Genesis Wealth

    In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Travis Breheny, Director of Genesis Wealth, to unpack the real power of strategic property investing. ⁠ Travis shares his journey from banking to real estate to helping clients build wealth through smart property purchases — with a focus on long-term outcomes, portfolio planning, and understanding market cycles. ⁠ They dive into: What a buyer’s agent really does (and why it matters) How different states and markets across Australia are behaving Common property investment mistakes — and how to avoid them The importance of building a property portfolio that fuels your next purchase, not holds you back Why understanding vacancy rates, land tax, finance structures, and timing is crucial ⁠ If you’re looking to take a strategic, well-informed approach to property investing and avoid costly mistakes, this is an episode you won't want to miss.

    49 min

  8. 04/22/2025

    Episode 10 | Interview with Brett Marchant - How to Build a Financial Strategy That Works for Life (Not Just the Market)

    In this episode of the Enriched Wealth Podcast, host Kris Tatt is joined by Partner and Senior Financial Advisor at Strategem, Brett Marchant, for a candid and insightful conversation spanning almost three decades of experience in the financial services industry. From early days in super administration and paraplanning, to asset management roles in London and now leading advice at Strategem, Brett shares his journey and the evolving landscape of financial planning. More importantly, he dives deep into what truly matters when it comes to building wealth—long-term consistency, transparency, and trusted relationships. Together, Kris and Brett explore: The difference between product knowledge and people-first advice The rise of managed accounts and why they matter How emotional decisions impact investing (and how to avoid them) Real client success stories that highlight the impact of strategic advice The critical importance of understanding your risk profile and super structure Why estate planning and aged care are just as important as your investments Whether you're just starting your financial journey or preparing for retirement, this episode will leave you with practical insights and a greater appreciation for the power of personalised, human advice in an increasingly complex world.

    56 min
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About

The Financial Success Podcast brought to you by Strategem Financial Services, Hosted by Kris Tatt. The podcast where we dive into the world of financial planning, wealth building, accounting, taxation, and investment services. Each episode brings you key strategies and trending topics to empower you to make better financial decisions. Join us as we explore the path to financial success and enrich lives together.

Information

  • Creator
    Strategem Financial Services
  • Years Active
    2024 - 2026
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © Copyright 2024. Strategem Financial Services. All rights reserved.
  • Show Website
    Enriched Wealth Podcast