OCR announcement - what does this mean for you?
Providing Home Loan and Insurance options for the long term
Visit us on FacebookTrish Marsden
Trish has worked as an Advisor with O'Hagans since 1998 and has owned the business since 2006. With over 25 years' experience in the industry Trish observes that - "every client has a unique opportunity to leverage off and every client has a unique challenge to overcome." That challenge could be just securing the best pricing on offer or finding the solution that best gets them to where they want to be. She believes that often when clients are in unfamiliar territory like wanting to buy a home, needing to raise finance, finding out what are the best options, having all sorts of "advice" thrown at them - they can become stressed and even panicked into making decisions that do not satisfy their objectives. "It's not just about getting a loan for the client that satisfies their immediate requirements - that's easy - it's about finding the lending solution that will ultimately help them reach their financial goals."
She believes that good brokering can only come from an efficient team. "The leader of the team is definitely the client - they are the one whose life is impacted by the advice, service and care that you give them so they are the ones that need to have ultimate control as to the choices they make. It is our job to give them the tools to be able to make these decisions and to take the stress out of the whole process so they can enjoy the satisfaction in achieving their financial goals."
Trish's interests include a passion for live theatre and is heavily involved in Theatre Whakatane and Stagedoor Performing Arts Academy. She is married with 2 adult children.
E-mail Trish (trish@ohagans.net.nz)
John White
John is originally from England and moved to Whakatane with his locally born wife in 1997.
After several years in retail management, John came on board in 2006, after an invitation to join the O’Hagan Home Loans and Insurance team as an adviser as he knew that the position was one that would suit his personality perfectly. After establishing himself in the role, he is pleased to say that it was a great move and he loves the challenges working with O’Hagan clients provides.
John says, “It’s a great feeling to help people make their dreams come true and find solutions to their home finance needs. Every day I meet with people to discuss the best way for them to reach their goals, and I feel confident in the support of being part of a great team with years of experience behind us”.
“I love the fact that no two days are the same. At times this can be an emotional job as you’re dealing with possibly the biggest decisions in a person’s life, but I love the fact that I know that I’m always thinking and acting in the best interests of my clients and ultimately, the gifts and cards of thanks I receive, tell me that my small role does make a big difference in people’s lives".
Married in London in 1997, he and his family immigrated to New Zealand shortly after their wedding. They have two teenage children and live just outside Whakatane in the house they purchased after renting it for their first five years in NZ, subsequently renovating the property to increase its size. Having been through these experiences, John understands the challenges people face when moving to a new country and going through the house purchase and building process.
Outside of work John enjoys spending time with his family and is actively involved in Theatre Whakatane, where he has been on-stage, a director, Society President, and is still on their committee. His other main passions are football, music and quizzes.
E-mail John (john@ohagans.net.nz)
Stephen Clayton
Stephen is almost a local having worked in the finance sector here in Whakatane for 26 years. He has been banking since the 1970’s and has seen so many changes in this time.
He has managed local branches of two banks and over his career in banking has always focused on customer outcomes and strives for customer service excellence. The move to O’Hagan Home Loans & Insurances is a fantastic career progression and he will continue to work for his customers to get the best outcomes.
Over the many years of banking, highlights have included working exclusively in Māori sector for over five years and opening a new bank branch here in Whakatane as well as being a winner of CEO Awards both in New Zealand and Australia.
Stephen has always been driven by what is best for his clients and he is super excited about this fantastic new challenge in his life, being a part of the wonderful team at O'Hagans. Having worked in management since the mid 1980’s and in banking since the 1970’s this opportunity will bring a new focus and create new opportunities. Stephen lives by TOFU (Take Ownership and Follow Up).
Stephen is married to Claire with 4 adult children and 5 stunning grandchildren (with more to come!). Outside of work he is keeping the O’Hagan music theme going being actively involved our local brass band for many years and is super proud of the fantastic achievements of EBOP Brass.
E-mail Stephen (stephen@ohagans.net.nz)
Simone Hojabri
Simone joined the O'Hagans team in January 2023 as a Personal Assistant, following working as a coordinator/administrator in a wide variety of industries (real estate, local government, engineering, IT and accounting).
She is currently completing her Financial Services Level 5 qualification and is enjoying the additional knowledge this brings to her role.
Simone is originally from Wellington and moved to Whakatane in 2018 with her husband to be closer to family.
She now proudly calls Whakatane home and spends her time outside of work doing fun outdoor activities with her super energetic 4 year old son.
She also loves good food, strong coffee and making music (from a piano, choir/theatre or at her local church).
E-mail Simone (simone@ohagans.net.nz)
Jessica Roderick
Jess joined the O'Hagan's team in May 2024. She comes from a customer service background and has a passion for helping people.
Originally from the Waikato, Jess relocated to Whakatane in 2022 while studying through Massey University when her father became unwell. Although this was initially meant to be a temporary move while her father recovered, Jess now considers Whakatane home.
Outside of work, she enjoys walks along the river and beach with her Maltese Shih Tzu, Wokie, and spending quality time with her whānau.
Alice Lundman
CURRENTLY ON MATERNITY LEAVE UNTIL JUNE 2025 - Contact Jessica (jessica@ohagans.net.nz) for any queries.
Born and bred in the Whakatane area, Alice never thought she would be back in the Bay.
After 5 years travelling and working in different places around the world, Alice fell in love with Te Anau in the deep South and spent a further 5 years working for a big tourism company. Sadly Covid-19 had different plans for the tourism industry so Alice and her husband moved up to the warmer pastures of Whakatane to be closer to her family in May 2020.
Currently living on a farm near Matata with her southern lad Thomas, two doggos, two cats - Alice has years of reception experience in NZ, Australia and Canada and joined the O'Hagans team end of July 2021.
Outside of work Alice enjoys playing hockey, travelling and spending time with her fur babies, friends and family.
E-mail Alice (alice@ohagans.net.nz)
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