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Source Financial

5.0(31 reviews)See reviews ↓·Port Macquarie

About the company

Source Financial is a finance broker founded by Corey J Goldby, Daniel Taylor and Scott Mathews. Corey J Goldby serves as the ASIC-appointed responsible manager and is a (FBAA/MFAA) Registered Mentor in the finance and mortgage broking industry. He has had a successful career in finance for the last 10 years and entered mortgage broking in 2017, specialising in commercial, development and complex lending.

Scott Matthews has over 30 years’ experience in property, development and finance. Daniel Taylor has over 10 years’ experience as a financial planner and has been a dedicated small business owner for the last six years. Source Financial offers home loans, commercial property loans, personal loans, vehicle & asset finance, business loans, self managed super fund loans, and development & construction loans.

What customers say

Based on genuine customer reviews

Source Financial earns consistent praise for the way borrowing is managed from first contact through to settlement, with Corey named repeatedly as a dependable guide. Repeat business features heavily, as clients describe returning for second and third home purchases, refinancing and fresh lending, which points to a standard that holds across transactions rather than one lucky outcome. The patience shown when questions arise stands out, along with clear explanations of lending options, loan structures and planning for future goals.

Communication is reported as prompt and continuous, especially when settlement deadlines demand quick document turnaround, and paperwork coordination is said to run without hitches. Team members including Hannah, Amy, Leanne, Merryl, Jan, Norma and Rohit are thanked individually for keeping matters on track. Reviewers also value the wide range of lenders available and the effort spent aligning loan products with changing financial and property circumstances, while problem solving and knowledge of both lending and property markets are recurring themes. The work covers refinancing, new loans and longer-term financial strategy for homeowners and investors alike.

Reviews

Reviews are taken from publicly available sources.

MF
Mitchell Farrugia24 October 2025

After being through 5 different mortgage brokers, Source Finacial has come out on top! A special thankyou to Corey, Amy, Leanne, Merryl, Jan and Rohit! You all played a very important role to make everything run smoothly for us.

IR
Ian Routledge20 October 2025

I’ve now gone through the home loan process three times this year with Source Financial, and every experience has been outstanding from start to finish. The team consistently delivers exceptional service, clear communication, and genuine care. From the very beginning, Corey provided excellent guidance and support. His initial engagement set the tone for a smooth and professional experience — he took the time to understand my goals, provided thoughtful financial insight, and sourced options that best suited my needs. During the application stage, Leslyn was incredible to work with professional, responsive, and highly knowledgeable. She made what can be a stressful process feel straightforward and clear. She explained each step and kept everything moving efficiently. Then during settlement, Leanne continued that same high standard of service. She was lovingly assertive, proactive, and confident in her communication, while remaining warm and personable in every interaction. Her ability to balance professionalism with genuine care ensured I always felt supported and informed right through to the finish line. Corey, Leslyn, and Leanne are a credit to Source Financial. Their professionalism, attention to detail, and client-first approach have left a lasting positive impression. I couldn’t recommend Source Financial more highly to anyone looking for a mortgage broker who truly goes above and beyond.

LL
Lucas la Grange16 October 2025

I'd like to give a huge shoutout to Cory, Norma, and Merryl for their outstanding help in securing my financing and ensuring every deadline was met without a hitch. Thank you for the exceptional service and patient guidance that made the entire process crystal clear. What an amazing team—truly top-notch! 😊

TG
Tyson Greenwood18 September 2024

Source Financial came through a recommendation from a friend. They have truly delivered on this. Highly professional, streamlined systems and great communication. Corey and the team have been able to source us a great mortgage rate and help coordinate a plan to meet our financial endeavours. Highly recommend!

LG
Luke Goldsworthy4 September 2024

If you are looking for a broker, look no further! Corey and Hannah were exceptional in helping us through each required step. Their communication was top tier, and guiding us through the different lending options for our desired goals was exceptional. Reach out to the team and you won't be disappointed. They have our business! Thanks legends

KN
Kate nicholson21 August 2024

Source financial has been outstanding. Corey has helped us multiple times with refinancing loans and opening new loans. Their communication has always been excellent, and they have gone above and beyond to help us. Thank you source! We will definitely be using their services again.

LS
Lee Street18 August 2024

This is my third refinancing journey with Corey and the team at Source Financial . They are swift to keep things moving when needed, particularly at settlement and ensure that my loan products are fit-for-purpose for my current financial and property journey situation as it evolves. Always sourcing the best rates and package every time. They have excellent customer service standards and I trust them to do the job well and efficiently without hesitation. Thanks again Corey and team.

Lenders & loan agencies in Port Macquarie compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Port Macquarie are compared.

RankProviderRatingReviewsOpen Sat.
1Source Financial (this page)★ 5,031No
2Malinda Sherrard – Finance Broker – Sherrard + CO.★ 5,048No
3Getapproved.com.au★ 5,028Yes
4Mortgage Choice Broker - Glenda Woolston★ 5,035No
5PG Loan Services★ 5,027No
Contact
+611300656267sourcefinancial.com.au157 Gordon St, Port Macquarie NSW 2444
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed