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About DFM Financial
At DFM Financial, we offer NDIS plan management and it is our mission to offer individualised support for all NDIS participants. We have multiple NDIS consultants to personally review your NDIS plan and outline how we can help you. As part of our service, we discuss with you our Service Agreement and provide quarterly statements keeping you in control of your NDIS budget. DFM Financial Group also provides advice on a range of financial products to give you and your family financial security. DFM is a family owned and operated business with long term clients, a dynamic staff and is someone you can trust. We can advise on financial services with a focus on building wealth and creating a nest egg for the future and protecting your assets along the way. We are also able to assist with your mortgage broking and accounting needs.
Services
NDIS Plan Management
Freedom from Provider Restrictions
Accounting
Taxation
Preparation of BAS
New Business Consultations
Self Managed Super Funds
Individualised Support
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Amenities
Ways to Pay
Cash
EFT
Licences
IPA
Tax Practitioners Board Registered
NDIS Provider No. 4050026136
Frequently Asked Questions
What is plan management?
Being plan managed means that a NDIS registered plan management provider (such as My Plan Manager) takes care of the National Disability Insurance Scheme funding on the participant’s behalf, ensuring timely payment of invoices and other admin. This relieves the stress that can be associated with claiming payments through the NDIS MyPlace Portal and the burden of archiving receipts.
How do I become plan managed?
To be plan managed, you must have ‘Improved Life Choices’ included in your NDIS plan.
DFM Financial