Financial Adviser
Trish Marsden
Trish has been an Adviser since 1998. With over 25 years of industry experience, she notes, that every client brings a unique opportunity and challenge, whether it’s securing the best pricing or finding the right solution to achieve their goals. She understands that navigating unfamiliar territory—like buying a home or raising finance—can overwhelm clients, leading to hasty decisions. Trish focuses not just on meeting immediate needs but on finding lending solutions that align with long-term financial goals.
She emphasises the importance of an efficient team and believes the client is the true leader. “It’s our job to provide tools and take the stress out of the process, so clients can make confident decisions and enjoy reaching their goals.”
Outside work, Trish is passionate about live theatre and actively involved with Theatre Whakatane and Stagedoor Performing Arts Academy. She is married with two adult children.
Our advisers are Specialists in their chosen areas, but they work closely with other Specialists within Apex Advice to provide you with tailored and holistic financial advice.
Specialising fields
Testimonials
Why clients love working with our team.
“The knowledge of Trish and helping us to restructure our loan to suit, and the support from all the team was awesome! Really grateful for Trish’s knowledge and the helpful staff.
”.B.D
“The welcoming nature of Trish and the options she presented to us. Thanks to Trish for going through options with us. We had no idea we could do what we ended up going and it ended up being better than we had hoped.
”.P.H
“We had an exceptional experience working with Trish. From the very beginning, her friendly and energetic approach put us at ease, and she remained thorough and communicative throughout the entire mortgage process. What truly stood out was her dedication in advocating for us with the banks. We couldn't have asked for a better partner in securing our home loan.
”.S.L
“A BIG THANK YOU Trish to you and your team for negotiating our mortgage loan 11 years ago and for getting us favourable interest rates over the years. You have been most supportive to us, always giving us time to talk, actively listening and ensuring we have quality information to make informed choices which have met our needs and wishes.
”.A.P
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Getting to your great place looks a little different for each of us.
As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.