Strategem Financial Services
Enriched Wealth Podcast
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.
Author
Strategem Financial Services
Category
Podcast website
Latest episode
Jun 1, 2026
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Episodes
Episode 18 | Kris Sits Down with Ashley to Discuss Building a Business That Lasts Through Succession, Strategy & Smarter Growth. 01.06.2026 53:51
In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Ash Hill, Partner at Strategem, for an insightful conversation about business planning, succession, and the evolving realities of running a business in today’s economic climate. With more than 25 years at Strategem, Ash shares the lessons he’s learned working alongside business owners across industries including farming, tran...
Episode 17 | Kris Tatt chats with Andrew Pearce about the importance of illness insurance to protect your family. 20.03.2026 41:47
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 op...
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. 05.03.2026 39:39
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 ta...
Episode 15 | Drive High Performance in Both Life and Business with Rick Townsend 30.01.2026 1:00:24
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 Li...
Episode 14 | Building Strong Workplace Cultures with Aishleen O’Sullivan 14.08.2025 56:29
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 app...
Episode 13 | How to Build, Grow & Exit Your Business Successfully with Chris Harrington. 17.07.2025 55:14
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, an...
Episode 12 | Growing, Scaling, or Exiting Your Business? What You Need to Know – with Lachlan Edwards from OFRM Lawyers 19.06.2025 54:53
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. ...
Episode 11 | How Strategic Property Investing Can Build Your Financial Future - with Travis Breheny from Genesis Wealth 29.05.2025 49:29
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 i...
Episode 10 | Interview with Brett Marchant - How to Build a Financial Strategy That Works for Life (Not Just the Market) 22.04.2025 56:10
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...
Episode 9 | From Banking to Broking – Smarter Commercial Lending Strategies with host Kris Tatt & Guest Pip Stork from Millennial Finance Group 25.03.2025 57:50
In this episode of the Enriched Wealth Podcast, host Kris Tatt sits down with commercial finance expert Pip Stork to break down the key strategies business owners need to access funding, scale their operations, and make smarter financial decisions. With over 15 years in the banking industry and now a commercial broker at Millennial Finance Group, Pip has seen firsthand what it takes to secure the...
Episode 8 | Why Superannuation Is A Bad Investment 11.02.2025 18:37
In this episode of the Enriched Wealth Podcast, host Kris Tatt breaks down why superannuation isn’t really an investment, but rather a retirement savings structure that holds various investments. Kris challenges common misconceptions about superannuation, explains its tax benefits, and discusses how to optimise this powerful savings vehicle for your financial future. Key topics include: The histor...
Episode 7 | New Years Eve - Kickstart Your Best Financial Year Yet 02.01.2025 16:43
In this special New Year’s Eve episode of Enrich Wealth, brought to you Strategem and hosted by Kris Tatt, unpack actionable strategies to set you up for financial success in 2025. From reflecting on 2024’s wins and lessons to identifying key opportunities for growth in the coming year, this episode is your guide to building wealth with intention. Discover practical tools, mindset shifts, and tips...
Episode 6 | Why Personal Insurance is Key to Financial Security | Interview with Adam Middlemis 12.12.2024 54:57
In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Adam Middlemis, Financial Advisor and Insurance Specialist, to break down why personal insurance is a game-changer in protecting your financial future. Adam dives deep into Life Insurance, Trauma Insurance, and Income Protection, explaining how these essential tools can provide peace of mind and financial stability when life...
Episode 5 | Making This Christmas Count - A Guide to Joy, Giving, and Reflection 06.12.2024 20:02
In this special holiday episode of the Enrich Wealth Podcast, Kris Tatt shares practical strategies to make your Christmas season less stressful and more meaningful. From pre-planning to avoid the holiday rush, embracing the joy of giving, to taking time for self-reflection, Kris offers insights to help you celebrate the season with purpose and balance. Whether it’s budgeting for gifts, creating m...
Episode 4 | From Numbers to Narratives - How Accountants Shape Business Success | Interview with Emmy Mulholland 13.11.2024 43:07
In this episode of The Enriched Wealth Podcast, host Kris Tatt sits down with Emmy Mulholland, Partner and General Manager of Tax and Accounting at Strategem. Emmy shares her inspiring journey from an unconventional path to becoming a trusted advisor for small businesses, and how she turns numbers into meaningful stories for her clients. With over a decade of experience, Emmy reflects on the rewar...
Episode 3 | Mastering Investments and Retirement for a Secure Financial Future | Enriched Wealth Podcast 10.10.2024 40:00
In this episode of the Enriched Wealth Podcast, we’re excited to continue empowering you on your financial journey. This time, we’re tackling crucial topics that can shape your financial future: investments, retirement, and aged care planning. Join host Kris Tatt as he chats with Daniel Nalder, Senior Associate at Strategem, to explore: Building a balanced investment strategy that aligns with your...
Episode 2 | Navigating the Cost of Living and Strategies for Financial Resilience 11.09.2024 28:39
Welcome to another episode of the Enriched Wealth Podcast with Kris Tatt. In this episode, we tackle a topic on everyone’s mind: the cost of living. As prices rise and economic conditions shift, it’s essential to understand the dynamics at play and how they affect our daily lives. In this episode, we cover: The factors contributing to the current cost of living crisis How inflation and interest ra...
Episode 1 | Goal Setting for Financial Success 03.06.2024 25:00
We're thrilled to kick off our journey with you by diving into a fundamental topic that can make all the difference in your financial journey: goal setting. In this episode, we explore how consistency in goal setting and habit formation can distinguish successful individuals in the financial realm from those who struggle. We delve into the importance of having clear, specific goals and the actions...
Official Trailer | Enriched Wealth 03.06.2024 0:43
Welcome to the Enriched Wealth Podcast, brought to you by Stratagem and hosted by myself, Kris Tatt. We are a group of financial planners and accountants who want to bring new value knowledge, tools, strategies and techniques to help you on your financial journey to freedom. We believe that we have the knowledge and the experts. We want to introduce you to stories. We want you to hear from people...
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