Enriched Wealth Podcast

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.

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.

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.

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.

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.

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.

Episode 9 | From Banking to Broking – Smarter Commercial Lending Strategies with host Kris Tatt & Guest Pip Stork from Millennial Finance Group

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 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.
Key topics include:
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-*****MORE ABOUT MILLENIAL FINANCE & PIP STORK | https://millennialfinancegroup.com.au/meetourteam/pip-stork/
ADDITIONAL RESOURCES: - Instant Calculator | How much Super will you have to fund your retirement? www.strategem.com.au/retirement-calculator- Tax Planning Guide | www.strategem.com.au/tax-planning-guide 
- Personal Budget Spreadsheet | www.strategem.com.au/personal-budget-spreadsheet 
- DIY Business Audit | www.strategem.com.au/strategem-business-audit

Episode 8 | Why Superannuation Is A Bad Investment

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 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-8ADDITIONAL RESOURCES: - Instant Calculator | How much Super will you have to fund your retirement? www.strategem.com.au/retirement-calculator - Tax Planning Guide | www.strategem.com.au/tax-planning-guide - Personal Budget Spreadsheet | www.strategem.com.au/personal-budget-spreadsheet - DIY Business Audit | www.strategem.com.au/strategem-business-audit
 

Episode 7 | New Years Eve - Kickstart Your Best Financial Year Yet

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.

Episode 6 | Why Personal Insurance is Key to Financial Security | Interview with Adam Middlemis

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!TRANSCRIPT & SHOW NOTES | www.strategem.com.au/podcast/episode-6ADDITIONAL RESOURCES: - Instant Calculator | How much Super will you have to fund your retirement? www.strategem.com.au/retirement-calculator - Tax Planning Guide | www.strategem.com.au/tax-planning-guide - Personal Budget Spreadsheet | www.strategem.com.au/personal-budget-spreadsheet - DIY Business Audit | www.strategem.com.au/strategem-business-audit