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.
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Testimonials
Why clients love working with our team.
“We were recommended Trish through multiple different people from multiple different walks of life & we couldn't be more happy with the service she provided. As a young couple, the thought of becoming homeowners was so far out reach but after our first appointment, it was a matter of a month and a half before we settled on our first home. We truly do appreciate everything Trish & the team have done to support us on this journey.”.
Mihi P,
February 2025
“Trish and her assistant Jess were so helpful and efficient as our brokers when purchasing our house. They made the process so easy and seamless. Always quick replies and fast service too and managed to get us a really good deal. Would recommend their services.”.
Stevana T,
July 2025
“I can not thank you enough for all their hard work - the skill and understanding for sorting out my loan. Trish and the team were instrumental with all the negotiation processes understanding the jargon that banks use and helping select the right loan for us. Making sense of it and taking away the stress... If you need advice, guidance and a team that understands the Home loan processes I recommend working with the team, as without them, well, there would be no loan... so once again I say thank you!”.
Carol H,
December 2024
“Trish and her team were so amazing to deal with! Very attentive and kept us updated throughout the whole home loan process! Even kept in contact with us over the years from when we first made contact with her to see how we were doing and offered her services when we were ready to jump on the market. 100% cannot recommend enough. Thank you.”.
Kenya M,
February 2025
“My experience with Trish and her team was amazing! She is very attentive at what she does and works very fast. She kept me updated throughout the entire process.
Homeownership seemed so far out of reach for my partner and I, but Trish made it happen for us. She definitely goes above and beyond to help you achieve your goal of homeownership.
100% recommend Trish and the team.”.Jordan M,
March 2025
“Thank you Trish, for all of your help. You’ve been highly professional, responsive, efficient, knowledgeable and thoughtful. A really top job. I could not have asked for better. My compliments to you. Keep at it. You’re doing important work in these tough times.”.
Brook
“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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