August 2021 Newsletter » Hatton Financial Services

Here We Go Again!

As the country has gone into Alert Level 4 lockdown we thought it timely to remind you we are still operating as normal (well, the new normal). We have spent time over the past year fine tuning our processes and communications to ensure we can continue to provide you with assistance though any disruptions, just like this. We wanted to take the time to update you all on what has been happening at HFS over the past year.

New Licensing for Financial Advisers

On the 15th March 2021, a new regulatory regime in the Financial Industry began.

All Financial Advisors are required to work under a license now. It's business as usual at HFS, as we opted to work under our own license.

Hatton Financial Services holds a license issued by Financial Markets Authority (FMA) to provide financial advice to you.

New Website & Business Facebook

Our new website has just launched, and we would love to hear your feedback.

We aim to use both, the website and Facebook page to post updates and relevant information. You can also book appointments if you would like to catch up or have a query.

Make sure to like our Facebook page so you get notified of our posts.

New Staff at HFS

Absolutely wrapped that Christabel, our previous part-timer moved into a full-time position. It's so nice to have someone young in the office who understands all of the new technology.

We also have Mark, our lovely casual who is helping us to achieve many of our behind the scenes projects.

You can read more about our staff on our website at hattonfinancial.co.nz

We have moved

We now reside at 120 Kitchener Road, Milford. The L.L Speedy building, right on the main strip of Milford.

It is much brighter and easier for clients to find. You cannot miss the bright yellow bench out front.

If you are ever in the area, please feel free to pop in and see us!

New ways of working together with HFS

The good news is that the Financial Services Industry is deemed to be an essential service, this means we have and will continue to be fully operational throughout any Covid alert level. We are here to assist you with any of your insurance, investment and KiwiSaver needs and queries.

Firstly, you may have already noticed that we have changed the way we communicate with you. Our preference is to send any notices and forms via email. Due to the delays of the postal system and issues with mail not arriving, we do not want to take risks when you are in need of our services.

You will also be receiving your annual review notifications via email from now on. This saves everyone a lot of time as we now have a “quick form”. This short 2 minute questionnaire allows us to automatically update any of your details that have changed.

This being said, if your preference is to receive communications via the mail, we can accommodate to this. Please contact us if you would prefer to receive communications via mail and advise your current postal address.

Booking appointments has never been easier!

You may have noticed this series of buttons at the bottom of our emails.

These buttons are links to our Facebook page, LinkedIn, website and booking system.

Simply click on the last button with the calendar on it and a web page will open with all of our available dates and times. Select the time that suits you best, choose the type of meeting you would like. You can also leave notes to help us understand and better prepare for your appointment. Once booked, you automatically get an email and the event gets lodged into our calendar. This system is great and very well tested.

Zoom was another program we adopted in 2020 and it became a big part of my working day. Because of Zooms accessibility and being conscious of everything that has happened in the last year, we will continue to hold majority of review meetings and appointments via Zoom, Teams or by phone where appropriate. This will enable me to be far more efficient with coming back to you as I will be spending less time travelling.

Do not fret if technology is not your thing. We will still be offering phone or face to face meetings (only in Level 1)

If you have changed any of your contact details recently, please let us know to ensure we are able to get in touch with you at renewal time.

We promise not to bombard you with emails and newsletters. We will only send them occasionally to keep you updated. The best place for updates and information will be on our website or over on our Facebook page.

Theresa Hatton

Financial Adviser

Hatton Financial Services

09 6262 286

0274 444 038