About Mortgage Goals

Specializing in the Adelaide & Melbourne market, we have no borders, so we can service clients Nationally in Australia.

At Mortgage Goals, we help a range of clients from High Net Worth Individuals, Accountants, Business Owners, property investors, property developers, and Medical Professionals through to First Home Buyers & Families. We are here to listen and assist you in achieving your goals. At Mortgage Goals, we uncover the possibilities.

We listen and assist you in achieving your goals.

Just tell us your ideas and goals, and we will make them happen for you. We provide plans and guidance to keep you on track.

We do the hard work for you.

We make sure you get the right home loan for your circumstances and manage the process from start to finish.

See us at any stage in your financial journey.

You might still be saving for your first home, wishing to use the equity in your current one, or wondering if you’re still getting the right deal with your existing lender.

Below are some of our clients’ testimonials. Have a look, and you will find our point of difference.

About Maggie Wan

Maggie has worked in the Finance and Accounting Services Industry since 2013. She commenced her career as a Tax Accountant in 2013 and started working as a Mortgage Broker in 2014. She has a deep knowledge of Financial Markets, Business Finance, Credit, and Structuring and has a broad network across the industry in Adelaide & Brisbane. After several years working in an award-winning accounting and financial planning firm in Adelaide, Maggie founded Mortgage Goals in 2021.

Maggie has a Bachelor’s in Accounting, Diploma in Finance and Mortgage Broking Management, and Diploma in Financial Planner. Her technical knowledge is grounded in a solid academic base and long-term industry experience. As a finance professional, She is passionate about helping clients create the right debt strategy that meets their individual goals and enjoys walking them through every step of the way. Her business approach includes building relationships with clients to ensure her clients are supported personally beyond the loan process.

Her most significant achievement to date is a sizeable client portfolio which grows organically, mainly through words of months from clients. Her clients benefit from the huge depth of her experience in accounting and finance, which help them make the right financial decision to fit their financial goals.

Contact us now
0403 892 194

Mortgage Goals Pty Ltd
1130 South Road
CLOVELLY PARK
SA 5042
ABN: 98 496 993 585

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Always so easy to work with and awesome finance options.

- Matthew J

Always willing to help and provide the best advice and services. You know what you are doing which makes a difference.

- Chantelle F

Maggie gone out of her way to get a best deal for us. She really understands customer needs and always try to answer all queries. Excellent communication.

- Arsh M

Feeling like you there for us at any time.

- Todd M

Knowledge of industry and what I can and cannot do within the confines of my finances. I truly valued your can do, honest approach. There was no messing around and the entire process was simple and efficient .

- Matthew R

Maggie always provides an excellent service. She quickly grasped my individual mortgage needs and priorities and found a product that suited. I am happy to recommend her in terms of her professionalism, knowledge and experience which, with her customer services skills, make her hard to beat.

- Aileen C

Maggie offers amazing financial and mortgage broking services. She locked in an great re-finance option that was what we were looking for and was in line with our goal we set out. Maggie is a wonderful communicator, guiding us and updating us every step of the way.

- David B

I would highly recommend Maggie. Her knowledge, energy and communication skills are what made us change brokers.

- Jenni W

Great working with Maggie. Kept us up to date and informed us of any changes quickly and professionally. Had great knowledge of products and options that were available to us and in the end, we got a great loan and a place that will beautifully fit our family. Thanks Maggie!!!

- Martin

We were not looking forward to changing mortgage providers but with Maggie its was so easy and simple, we can’t fault her.

- Richard L

Maggie is hands on to her clients. She manages everything and all the customers need to do is to sign and agree on the documents. She provides very good financial advise and plans. She is very responsive and I didn’t feel like I was at the back of the line. She kept me updated with every step of the way and always handles the situation professionally even when at times I was panicking! She knows when something is not going well and would definitely move on to another solution straight away. Maggie also listens and understands to our needs as well and she will always be able to answer our queries instantly. This is our first time acquiring a property in Australia and I would say that my experience was absolutely fantastic and easy with Maggie handling this with us. We did the right decision in going with her as our Finances has been sorted in about a month which is fairly fast as I know few of my friends have had issues with theirs for quite a while now. Before acquiring a property, we thought this is a bloody mess to do but now after this, I would say this is really easy as long as you got the person to help you out with it. I would highly recommend Maggie as a Mortgage Broker especially for First time home buyers. She did an excellent job and I be sure to seek her help when refinancing the property we have acquired.

- Raymond N

Maggie makes dealing with financial institutions fun. She is accessible personable and indulges all my silly questions without making me feel silly. She fights for us and its great having someone we can trust working for my family.

- Michael

Meet the team

Speak directly to us, just make sure to include all your contact details for us to get back to you as soon as possible.

Maggie Wan

0403 892 194
maggie@mortgagegoals.com.au

Professionalism at every turn.

We pride ourselves on our professionalism in every facet of our business. Simply click here for a copy of our Internal Dispute Resolution (IDR) process.