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:

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.

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:

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.

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.

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.

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.

Why understanding vacancy rates, land tax, finance structures, and timing is crucial

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.

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.

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 right finance solutions for business success. She shares insights into how businesses can leverage commercial loans, structure debt effectively, and navigate the finance world with confidence.

In this episode, we discuss:

The biggest mistakes business owners make when seeking finance

How to secure funding for expansion, property investment, and business growth

The role of a commercial broker and why having one on your side can be a game-changer

How to structure debt for maximum flexibility and efficiency

Pip’s transition from banking to broking and what she’s learned along the way

If you’re a business owner looking to scale or just want a better understanding of commercial finance, this episode is packed with valuable insights to help you make informed decisions.

Tune in now and start unlocking smarter financial strategies for your business!

TRANSCRIPT & SHOW NOTES | www.strategem.com.au/podcast/episode-*****

ADDITIONAL RESOURCES:

- Personal Budget Spreadsheet | www.strategem.com.au/personal-budget-spreadsheet 

- DIY Business Audit | www.strategem.com.au/strategem-business-audit

Kris challenges common misconceptions about superannuation, explains its tax benefits, and discusses how to optimise this powerful savings vehicle for your financial future.

The history and purpose of superannuation as a retirement savings system

How the media often portrays super in a negative light

Understanding the difference between super as a structure and the investments within it

Why knowing where your super is invested is crucial

Tips for maximising superannuation benefits and navigating the complexities of retirement planning

If you’ve ever felt uncertain about your superannuation or wondered how to make the most of it, this episode will empower you with the knowledge you need. Tune in to learn how to leverage superannuation’s tax advantages and investment options to secure your retirement.

Listen now and start making informed decisions about your financial future!

TRANSCRIPT & SHOW NOTES | www.strategem.com.au/podcast/episode-8

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 for creating momentum that lasts. Whether you're an entrepreneur, investor, or simply focused on improving your finances, this conversation will inspire you to make 2025 your wealthiest year yet.

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 takes unexpected turns. Whether you're navigating the complexities of superannuation or figuring out if income protection is right for you, this episode will arm you with the knowledge to make informed decisions for yourself and your family.

Tune in for practical advice and real-world examples on how personal insurance is not just a safety net—it's a cornerstone of a strong financial plan. You won't want to miss these must-know tips for securing your wealth and well-being!

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 memorable family traditions, or setting the stage for a successful New Year, this episode is packed with wisdom to enrich your holidays.

Join us for this heartwarming conversation and discover how small changes can lead to a more intentional, joyful, and enriching Christmas season. 🎄