Enriched Wealth Podcast

Enriched Wealth Podcast

By Strategem Financial ServicesBusiness
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Enriched Wealth Podcast episodes

  • Episode 20 | Kris chats with Michael Cherry & Matthew Moran Interview about Financial Strategies.

    From Starting Out to Retirement: Financial Strategies for Every Stage of Life.

    Financial decisions rarely exist in isolation. The choices you make today can influence your business, personal wealth, tax position and retirement plans well into the future.

    In this episode of the Enriched Wealth Podcast, Kris Tatt is joined by Michael Cherry, Senior Financial Adviser, and Matthew Moran, Tax Manager at Strategem, to explore the financial considerations that arise at different stages of life.

    Through three practical case studies, they unpack:

    • Starting a business while saving for a home
    • Superannuation, insurance and business structures
    • Building and preparing a business for eventual sale or succession
    • Planning for retirement and creating sustainable income
    • Estate planning and intergenerational wealth
    • Why accounting and financial planning are stronger when considered together
    • From starting out and building wealth to preparing for retirement, this episode highlights the value of looking beyond the immediate decision, understanding your goals and getting advice early.

      Because sometimes, the most valuable thing you can do is simply ask the question.

      56 min
    • Episode 19 | Kris & Jesse Gollan Discuss Vision to Venue & Building a Business That People Remember.

      From Vision to Venue and Building a Business That People Remember with Jesse Gollan

      What does it really take to build a successful small business?

      In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Jesse Gollan, co-owner of Get Naked Espresso and The Drawing Room, to explore the journey from spotting a gap in the market to creating one of Bendigo's most recognised hospitality experiences.

      Jesse shares the realities of entrepreneurship — the excitement of opening your doors for the first time, the challenges of cash flow, employing staff, making difficult decisions, and the relentless pursuit of continuous improvement. Together, Kris and Jesse discuss why having a clear vision matters, how strong business partnerships can elevate an idea, and why the customer experience extends far beyond the product itself.

      Throughout the conversation, they explore:

      • How identifying a niche can create a competitive advantage.
      • Why every successful business is really in the experience business.
      • The importance of delegation, leadership and building a strong team culture.
      • Learning from mistakes and embracing continuous improvement.
      • How to balance creativity with financial discipline.
      • The value of surrounding yourself with trusted advisers and a strong business network.
      • Practical advice for anyone thinking about starting or growing a small business.
      • Whether you're launching your first venture, growing an established business, or simply passionate about entrepreneurship, this episode is packed with practical insights, honest reflections and valuable lessons from someone who has built successful businesses by staying true to their vision.

        1 hr 2 min
      • Episode 18 | Kris Sits Down with Ashley to Discuss Building a Business That Lasts Through Succession, Strategy & Smarter Growth.

        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, transport, retail, hospitality, and professional services — and why understanding your numbers has never been more important.

        Together they unpack:

        ✅ Why succession planning should start earlier than most people think
        ✅ The difference between a fair outcome and an equal outcome in family business succession
        ✅ How rising costs and shrinking margins are impacting businesses across Australia
        ✅ Why strong communication and trusted advice are critical in business
        ✅ The importance of planning, mentoring, and building a business that’s actually saleable
        ✅ How technology, compliance, and changing regulations are reshaping the accounting industry

        Ash also shares his perspective on leadership, the role of trusted advisors, and why business owners need to stop trying to do everything alone.

        Whether you’re building a business, preparing for succession, or simply looking to better understand the challenges facing modern business owners — this episode is packed with practical advice and grounded insights.

        54 min
      • 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
      • 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
      • 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 1 min
      • 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.

          57 min
        • 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.

            56 min
          • 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
            • 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.

                50 min

              About Enriched Wealth Podcast

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              The Financial Success Podcast brought to you by Strategem Financial Services, Hosted by Kris Tatt.