Passion is not an emotion that is often attributed to accountants. However, it is a big part of the character of our firm.
We have unabashed enthusiasm for our chosen profession, and there is no greater professional satisfaction than the success of our clients.
Being a boutique firm, our clients have direct access to speak and meet with our partners, Jason Crofts, Amanda Egan & Chad Legh and our experienced staff.
Communication is key. You can regularly meet with, and communicate with, all the Essentia team involved in your work. This creates a level of comfort and familiarity and ensures that you will always be able to get prompt answers to most questions no matter who you contact.
We have ingrained a very structured approach to continual legislative training and continued professional development. This is a major investment to ensure that our team has the knowledge and skills to deliver the services that you need.
We look after a wide variety of small to medium owned businesses, high net wealth individuals, business owners, and clients wanting to build their wealth.
Amanda is a Fellow Chartered Accountant (CA), a CA SMSF Specialist and a Certified Tax Practitioner with The Tax Institute. She holds a Master’s Degree in Taxation and a Diploma in Financial Planning.
As co-director of Essentia Partners Pty Limited, Amanda’s focus and strengths lie in her technical knowledge which has secured her reputation as a trusted advisor to both her clients and associate personnel.
More recently Amanda obtained her Limited AFS Licence to provide financial services advice through Essentia Financial Advisory Pty Limited.
Whilst Amanda continues to counsel clients on broader accounting and taxation issues, her extensive experience in SMSFs has developed into her passion of guiding clients through areas of estate & retirement planning, wealth management and structuring, and of course, superannuation.
Jason is a strong advocate for small to medium enterprises and understands the challenges they face on a daily basis.
His focus has always been on long term, sustainable strategies for his clients and many family groups have trusted his advice for over 20 years.
He fully understands accounting has evolved exponentially over the past decade. The historical nature of accounting has been replaced with forward thinking strategies where numbers are merely a tool for clever decision making.
Jason considers himself a supportive team member for his clients, often acting in an advisory capacity to directors both professionally and personally.
A Fellow of the peak body of Accountants in Australia (CAANZ) and a resident Justice of the Peace, Jason has the credentials to engage a wide spectrum of clients.
Chad brings a wealth of experience in guiding small business to success, having provided trusted advice for more than 20 years. He enjoys working with people to develop their business ideas and helping to put them into action.
Small business owners are able to easily relate to Chad because his approach is to explain your solutions in ways you will understand. He is willing to help with the challenges you face today as much as he is eager to work with you and your family to reach your future goals.
Chad is a member of Chartered Accountants Australia & New Zealand (CAANZ) and a CA SMSF Specialist. As such he holds valuable technical skills in the areas of self-managed superannuation, taxation and financial services advice. Chad can help you navigate the myriad complexities of the ever changing regulatory landscape and achieve the best outcome.