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About DFM Financial
DFM Financial NDIS Plan Management has over 30 years experience in financial management. From humble beginnings, the founders of the firm started helping local families with life insurance and savings accounts. As the decades past, DFM grew in both service offering and team members, employing the children of the founders who are still Directors of DFM Financial. As the Financial industry landscape changed, DFM Financial changed to provide Business and Accounting services as well as providing NDIS Plan Management from 2016. The business has always been true to its Family beginning, with several family members of the founders still involved today.
Services
NDIS Plan Management
Freedom from Provider Restrictions
Accounting
Taxation
Preparation of BAS
New Business Consultations
Self Managed Super Funds
Individualised Support
Financial Planner
Finance Brokers
Retirement Planning & Services
Mortgage Brokers
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Amenities
Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Licences
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