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The Legacy Story

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Legacy was formed by Barry Morgan, Jason Lougher and Jolene Hannah after they were tired of being surrounded by an industry of the same type of people over-promising the same types of things.

Have you ever read that same old blurb from an accountant’s promotional material?

Yes, we have the experience, yes, we have experienced staff from a diverse background, yes, we have two great locations, one in Whakatane and one in Tauranga, and yes, we are proactive. But we think accountants put too much emphasis on these qualities. In fact you just expect these from us as chartered accountants – because we expect these of ourselves.

So what makes Legacy different? The directors are nearly always available. In fact we partner with our team members so two members of our team will be working with you. We put our relationship with you first. We believe building relationships is the cornerstone of our business. These relationships might be with clients, team members, other professionals, our friends and family or even within the communities that we live in. This is where we gain our perception of what your needs are in order to add value that exceeds anything you have ever experienced before. This foundation of relationships is why we are different from any other chartered accounting firm you will meet.

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Legacy Chartered Accountants Whakatane, 10 Domain Road, Whakatane. Tauranga, Level 1, 115 The Strand, Tauranga

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