From: Matt Hoskin - WLG <[email address]>
Sent: Thursday, 27 April 2023 11:27 am
To: Claire Hinton - WLG <[email address]>
Subject: RE: Q&A
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Claire,
I’ve had to dash home for something urgent. Lets talk on Teams as soon as you are able. Act
I’ve secured the final member of the group – s9(2)(a)
I thought her perspective would be useful.
I’d also like to talk through the revised email I shared with you and the next steps.
Cheers,
Matt
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From: Claire Hinton - WLG <[email address]>
Sent: Thursday, April 27, 2023 9:43 AM
To: Matt Hoskin - WLG <[email address]>
Subject: RE: Q&A
Official
I’m in the office today! East side of L14 at the tall desks – I’m busy this morning but have gaps
afternoon
the
From: Matt Hoskin - WLG <[email address]>
Sent: Wednesday, 26 April 2023 3:58 pm
To: Claire Hinton - WLG <[email address]>
Cc: Stevie Cain - AKL <[email address]>
under
Subject: RE: Q&A
Thanks Claire.
I have a couple of questions/thoughts on the email. I am busy the rest of today but in the office
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Sent: Wednesday, 26 April 2023 7:52 am
To: Claire Hinton - WLG <[email address]>
Cc: Stevie Cain - AKL <[email address]>
Subject: RE: Q&A
Claire,
A couple of thoughts from me – in green – below.
So far I have in place:
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s9(2)(a)
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I should have another one or two locked in over the next day or so. Ideally get an initial email out
to them this week.
Sound ok?
Matt
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From: Claire Hinton - WLG <[email address]>
Sent: Monday, April 24, 2023 4:07 PM
To: Matt Hoskin - WLG <[email address]>
Cc: Stevie Cain - AKL <[email address]>
Subject: RE: Q&A
Official
Hi Matt,
I’m doing some prep work for the discovery conversations with advisors.
the
These are the questions we are proposing asking in the initial interviews.
The timelines we are proposing are below.
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Ask from you: Do you have the list of potential interviewees in mind yet?
We would plan to use a Calendly page for Advisors to use to sign up to a session.
Customer recruitment for discovery interviews - this week
Give two weeks notice for people to sign up
Interviews during the week 8 - 12 May
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Sense making / insights pack creation / playback session during the week 15 - 19 May
Initial Advisor discovery: Understand their role and needs
· How do you typically go about identifying direct investment opportunities for your clients?
· What are some challenges you face when working with clients to identify investment
opportunities?
· How do you typically interact with businesses seeking investment on behalf of your clients?
· How do you stay up to date on industry trends and changes in regulations? – why are we asking
this in relation to LD access? Is this just intel/insight gathering?
· Have you ever used an online tool to connect with businesses seeking investment?
If so, can you tell me about your experience?
If not, what are some key features or benefits that you would look for in a tool?
And an additional question specific to AIP, ie/ How would this fit into your existing engagement
with migrant investors.
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Any questions let me know,
Act
Claire
From: Matt Hoskin - WLG <[email address]>
Sent: Monday, 17 April 2023 9:39 am
To: Claire Hinton - WLG <[email address]>
Subject: RE: Q&A
No problem. I am in Chch and Akl the rest of the week.
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s9(2)(g)(i)
I assume the request would be for 2 or 3 hours of
their time over the next 3-4 weeks? One meeting for an initial session/briefing and one for some
testing, with a possible third to address any feedback post testing – if needed?
Official
From: Claire Hinton - WLG <[email address]>
the
Sent: Monday, April 17, 2023 9:34 AM
To: Matt Hoskin - WLG <[email address]>
Subject: RE: Q&A
I’ve ended up wfh today, I’ll be back in possibly tomorrow, or Wednesday
under
From: Matt Hoskin - WLG <[email address]>
Sent: Monday, 17 April 2023 9:24 am
To: Claire Hinton - WLG <[email address]>
Subject: RE: Q&A
Claire,
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Where are you located in the office?
I’ll pop over and say hi.
Matt
From: Claire Hinton - WLG <[email address]>
Sent: Monday, April 17, 2023 9:07 AM
To: Matt Hoskin - WLG <[email address]>
Subject: RE: Q&A
Morning Matt, fhanks so much for this response – excellent!
Really keen to progress the user group conversation, do you have a few LIA’s and Lawyers in mind
who we could check in with?
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Thanks again,
Claire
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From: Matt Hoskin - WLG <[email address]>
Sent: Monday, 17 April 2023 8:40 am
To: Claire Hinton - WLG <[email address]>
Subject: Q&A
Claire,
Answers to your questions:
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Who is your target user group (ie/ advisors)? How many of them are there?
s9(2)(g)(i)
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the
s9(2)(g)(i)
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s9(2)(b)(ii)
What specific problems or needs do they have?
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There are three specific issues that 3rd party access solves:
s9(2)(g)(i)
s9(2)(g)(i)
.
s9(2)(g)(i)
.
s9(2)(g)(i)
s9(2)(g)(i)
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What is their current solution or workaround for this problem? How do our suggested options
compare (Options that were on table: 1. Live Deals access, 2. Live Deals email alerts, 3. Act
Downloadable Live Deals listings)?
The current workaround would be (i) none, or (ii) using their client’s access.
I have spoken to a number of LIAs and lawyers about the problem, and they all agreed that 3rd
party access – so read or view only – is the right option. I think that LD email alerts is a good idea,
from a marketing perspective, though I have no idea how often a new deal appears. I don’t think
that they need to be able to download listings – that could come later if it becomes obvious that
there would be some benefit.
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I think the best way of answering this question is to ask a user group.
What are the key features and benefits this user group (advisors) are seeking?
Overall, and as above:
Clarity for their clients – and for themselves
Enable the proactive marketing of the visa and direct investment opportunities therein
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Transparency from us
the
How do they typically discover investment opportunities/the information they need?
Depends largely on (i) the quality of their commercial networks and (ii) in the case of a partner of
a decent sized law firm, the reach of their commercial partners. Also, the degree of connection to
us and the ability to engage on specific investment opportunities.
under
What channels do they usually come to you through ie/ word of mouth, website
I have an historic relationship with the majority but the others WOM and/or via events such as
webinars/presentations. In the last eight months I’ve been involved in webinars/presentations to
approx. 2000 LIAs and lawyers, which provided a good platform for ongoing engagement. I do
think that we should be able to offer LD access as part of our service when an LIA or lawyer
approaches us via our generic email. There have been a few of those and I have followed up those
inquiries.
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Once we have this in place my plan is to deliver an education strategy to the sector. It is a good
chance to engage with them all again and I know that LD access will be well received.
Are there any future trends or changes that could impact this group?
s9(2)(g)(i)
s9(2)(g)(i)
How might we tailor messaging and positioning to resonate with this specific user group
(advisors)?
Probably easiest to discuss this but this is also something I’d talk to a user group about.
s9(2)(g)(i)
Hope that helps. Happy to discuss any part/all of it.
Matt Hoskin
M +s9(2)(a)
Investor Migrant Programme
W investnewzealand.nz
Manager
W nzte.govt.nz
Level 15, 100 Willis Street, Wellington
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under the Official Information Act 1982
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