We believe in providing a large range of finance solution to each and every one of our clients. Learn more about out team below.
Paul Oliver is the owner and CEO of Menzies Financial Group
Paul has over 30 years experience in Financial Services & Credit and has held senior management positions as well as consulted to major lenders in both Australia and New Zealand. Now seeking a more balanced lifestyle Paul is responsible for the management of both Menzies Residential Lending and Menzies Financial Planning.
In addition Paul provides direct and credit advice & mortgage services to his personal client base of local families on the Northern Beaches of Sydney.
Paul’s focus is on his clients success in buying and owning their homes or investment properties so they can enjoy the lifestyle they aspire to. Paul believes owning real estate is a long term strategy to achieving personal wealth. Paul gets as much satisfaction from seeing his clients buy their first home as he does from helping clients prosper over many years with successful investing . He advocates for the management of their finances in the most efficient and flexible way that is possible for each individual circumstance.
Paul is a local resident and often starts his day with a surf at Dee Why or North Curl Curl.
Geoff Madafiglio is the Senior Financial Planner at Menzies Financial Planning Pty Ltd, a boutique Financial Services firm founded in 2013.
Geoff provides trusted financial advice to families, couples and individuals. He is a qualified and highly experienced wealth expert with a background in law, economics and finance.
Driven by a desire to help people achieve a better future for themselves, he helps people navigate the complexities of the modern financial world.
With a passion for all aspects of finance, Geoff specialises in the areas of investment advice, superannuation, self-managed superannuation funds, asset protection and retirement planning strategies.
Geoff has an Advanced Diploma of Financial Services and a Degree in Law and Economics.
Long Term Client Relationships
Geoff’s practice consists of many long term clients and he considers it a privilege to be counted as a trusted adviser in all matters relating to their financial goals and life milestones.
He takes a genuine interest in his clients and their achievement of successful financial outcomes, working one-on-one to bring them financial clarity, direction and organisation.
His personal, relationship based approach allows him to identify each person’s unique values and lifestyle to offer the most effective and suitable plans.
Contact Geoff today for a no obligation appointment to find out how he can help you achieve your financial goals and objectives.
Geoff Madafilgio is an Authorised Representative of AVALONfs Pty Ltd – AFSL #43751
Jason Pitkeathly has been a Property Investment & Mortgage Finance Specialist with Menzies Financial Group since 2011.
Jason has over 15 years lending experience as an accredited Mortgage Broker with the MFAA and over 30 years property investment experience.
Coaching clients from their very first home to devising strategies to create a more productive portfolio so the client can reach their goals is Jason’s passion. A successful property investment strategy is far more than finding the house you like, sourcing the cheapest loan and paying it off over 30 years! Successful property investment is to apply sound investment principles to well informed industry advice, education, market research and planning by a range of providers.
By focusing on the best financing investment property strategies this will enable you to make best use of your borrowing capacity and savings invested, and provides a better chance of you selecting quality investment properties in areas showing strong potential for capital growth and rental yield.Jason has seen the good, the bad, and the ugly of property investment and will help you develop a sound property investment strategy and show you the most effective, tax efficient finance structure for your individual situation, tailoring it to your cashflow requirements and helping you maximise your returns.
Away from his desk, Jason assists with around half a dozen cycle charity events per year as a cycle guide, coach and mechanic to ensure those that are supporting the charity can succeed in raising targeted funds, succeed in completing the event, and have the best experience possible.
He also loves to get away surfing and camping at every opportunity!
We had saved some money, but had absolutely no idea what to do with it. So we sat down with people of a similar age from Menzies Financial Group and had them explain to us, in real terms that we understood, the many different directions we were able to go in, and we were then able to make an educated decision. We chose to buy our own home and we were helped out with choosing the right loan for us. And as peace of mind we know that further down the track if we need another solution there are many options to choose from and the people at Menzies Financial Group are there to help.
I can not thank you enough for quickly attending to all my financial needs, quickly, professionally and thoroughly. You got me my house, dealt with the banks, real estate and conveyancer to make my first time experience a smooth one. I have been recommending your services to all and as you know us hairdressers love to talk. As a business owner i feel forwarding this letter to anyone who is unsure of where to go for great friendly financial advice as they too will not look back. Look forward to further advice from your team in the future.
Hi Guys, Just a quick note to say thanks for everything over the past couple of months, Its been a bit of an ongoing saga lately with complications from our side, but now that it all seems to be underway I just wanted you to know how grateful tor and I are for your help, and the effort that you have put in to ensuring that we were successful in securing our FIRST investment. Being new to the property market we where a little guarded to begin with, but after a few short meetings, you managed to put us at ease by breaking it down and showing us how easy it can be, making the whole process less intimidating for us.
Just a quick note to thank you for your help and advice in obtaining our home loan. We found your approach to our dealings was professional, informative and conducted in a relaxed atmosphere. These things combined to take the stress out of getting a home loan, allowing us to focus on our day to day work and feeling secure that our dealings were in good hands. We would not hesitate to recommend your business to our friends and family.