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.
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