Strategem VIP Event
We invite you to join us for an exclusive evening hosted by Strategem Partner and Lead Advisor, Kris Tatt, as we bring together valued experts for investment insights and conversation.
We invite you to bring along a friend and enjoy this evening with us.
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WEDNESDAY 2 JULY, 2025
7.00PM - 8.30PM
GPO UPSTAIRS, 60-64 PALL MALL, BENDIGO 3550
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Your host
Kris Tatt | Strategem Partner and Lead Advisor
Kris Tatt is the General Manager of our Strategem Investment Services business.
Kris is the host of the Enriched Wealth Podcast and has over 15-years experience in the financial industry and leads both our Investment Services and Self Managed Superannuation Teams. His focus is to provide relevant advice and ensure clients are positioned to meet their financial goals.
Our speakers
Travis Breheny | Genisis Wealth
Genesis Wealth is a personal and trusted boutique Property Strategy and Buyers Agency service. They source high cash flow and high-growth investment properties across Australia for their valued members.
By understanding their clients individual goals, and tailoring a strategy to suit them, they help them turn an overwhelming experience into a manageable, step-by-step process. They assist our clients in creating real wealth through buying property using our expertly crafted investment strategies, negotiating abilities, and years of experience.
Travis Breheny is the Managing Director of Genisis Wealth. Through his experience in finance, home loans, real estate and construction, he has learnt the ins and outs of making money work more efficiently.
Evidentia Group
Evidentia Group is a boutique asset consultancy and investment management firm managing $12.7 billion of funds in partnership with some of Australia's highest-quality financial advisory firms.
Evidentia Group draws on the deep investment expertise and research capabilities of one of the largest and most experienced investment teams in the market — located in offices in Sydney, Melbourne, Brisbane, and Perth. This highly skilled team boasts diverse expertise across multi-asset portfolio management, Australian and global equities, fixed income, alternative investments, private markets, risk management, and macroeconomic and market analysis.
Complementing this investment expertise, Evidentia Group has invaluable knowledge and understanding of the financial advice industry, having owned, operated, and managed large self-licensed financial advice and private wealth firms. This combination of experience enables Evidentia Group to better understand Strategem’s value proposition and to help develop and deliver clients' best-in-class and tailored investment outcomes.