At Apex Advice, we love seeing everyday Kiwis achieve big financial milestones.
A recent story shared by Eastern Bay App highlights exactly the kind of outcome we strive for across our business.
Earlier this year, Financial Adviser Trish Marsden, from Apex Advice Whakatane, supported local teenager Dominic Bradbury in buying his first home at just 19 years old. This story reflects the level of care and guidance our combined team is committed to delivering.
How he achieved the goal
Dominic began planning early, saved consistently from his school years, kept his expenses low by paying board at home, and focused on buying a property that offered long-term stability and rental potential.
Just as importantly, he worked closely with an adviser who helped him navigate lending requirements and negotiate with the bank. He described the process as much easier with adviser support, especially for someone buying a home for the first time.
Why this matters for first-home buyers
Stories like Dominic’s reinforce something our advisers see every day.
Small steps count. Even modest savings add up faster than people expect.
Professional advice makes a difference. An adviser can analyse lending options, negotiate with banks, and remove stress from the process.
Choosing the right property matters. Long-term thinking puts buyers in a stronger financial position from day one.
These are the same principles our wider Apex Advice team uses to help clients protect, own and grow their financial wellbeing.
Bringing the O’Hagan’s legacy into Apex Advice
O’Hagan’s has been a trusted name in the Eastern Bay of Plenty for many years. With the merger now complete, their expertise and strong local relationships continue under Apex Advice.
Clients still work with the same experienced advisers, supported by the wider resources, technology and nationwide strength of Apex Advice.
Inspired to take your next step?
Whether you’re starting to save, ready to explore your first home purchase, or considering your next move, our advisers can help you understand your options and build a plan that works.
If Dominic’s story has given you motivation, we’re here to guide you too. Speak with a Financial Adviser today, by completing the form below.
How can we help you today?
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