MATLEY ON THE MOVE

It is with pleasure that the team at Matley Financial Services announces that Matley is on the move.  As you may (or may not) be aware, we have been struggling for office space for the last 18 months.  With the economy tightening, we decided against building a separate office space on our property and instead have decided to move house.  Our new house is situated in Te Kowhai, Hamilton and is large enough that we can turn the upstairs into solely business offices.

We will be CLOSED from 27th May to 2nd June 2009 while we relocate.  Our new postal address will be from 26th May 2009:

Our new physical address - if you want to visit for a coffee and looksee:

We also will have new phone numbers from the 26th May 2009:

Mobiles will also remain the same.

While the office will be closed - David is still available by mobile for any emergency accounting issues, however email and internet will be done until after Queen's Birthday weekend.

We believe that although we are moving to the other side of the Waikato River, we will be able to improve our systems and processes in the office and therefore the overall service to you our clients with a more functional office space than what we currently have.  We are also still exceptionally close to town whilst maintaining the lifestyle living that we adore.  Only 4 minutes to The Base!!

MATLEY RESTRUCTURE

Every 12 months the team at Matley Financial Services undertakes a strategic review.  The strategic review this year was done in April and one of the risks that had been identified by us as a team was the significant reliance that the practice had on David.  A review of the different functions that were undertaken by David means that the practice has now been effectively seperated into two different divisions.

The first division is the processing side which includes the compliance, GST's, Company and Trust Administration as well as the tax management system. This function is overseen by both Maggie and Ben and there will be increased involvement by both Ben and Maggie in the coming months as many of the processing side of David's work is transferred across to them.

David's role has evolved into one which has been loosely defined as Issues.  By this it means that he is involved in the consultation and dealing directly with the clients in solving many of the issues that arise in a day to day basis with the current economic crisis.

In all of the restructure process we will ensure that the level of service offered to clients is maintained at the high standard that we strive to achieve.  Over the next couple of months as we implement this strategy, there may be some teething problems and we just ask that you bear with us as we work through these.  We will stand by you as the client and if there is any issues in terms of service, or any tax issues that arise, we will address them immediately.  We believe that by undertaking this strategic realignment, it means that the level of service will be maintained to clients when David is out of the office and that day to day general queries in regards to processing of the accounts can continue.

AMP - WINTER SEMINAR

AMP Waikato Financial Solutions are a valued client of Matley Financial Services Ltd and are running a Winter Seminar.  Check out the details below:

We have invited two guest speakers. Anthony Sowerby from AMP Capital Investors is a Chartered Financial Analyist who has extensive experience in the overseas investment market. He will be taking you through

Maximizing P.I.E* Benefits for your Investment

We have also invited Cathy Fleming from Rothbury’s Insurance Brokers, who is a Senior Associate of the Australia & New Zealand Institute of Insurance & Finance with over twenty years of experience as an Insurance Broker in Hamilton and will be explaining

What our association with Rothbury’s entails, and how it can benefit you

 

The seminar will be held

Wednesday July 16^th

At

Waikato Stadium Referee Lounge

From 6:00pm until 7:30pm

The seminar will take approximately one hour and will be followed by refreshments and an opportunity to discuss any questions with your adviser or the guest speakers.

To take advantage of this valuable opportunity, please email your reply to Marnie Carroll at marnie_carroll@amp.co.nz or phone us on 07 834 7770.

Sunrise at Vaile Road - 2009 (Maggie Waine)