NDIS Plan Management

No worries and no confusion with DFM Financial by your side

About NDIS Plans

The National Disability Insurance Scheme (NDIS)  is changing the way people with disabilities receive government support and funding, giving you more power over the way you work towards your goals. As an NDIS participant, you have three main options: Agency Managed, Self-Managed or Plan Managed, though you may also select a combination of these choices. Starting and managing an NDIS plan can be worrying and confusing. At DFM Financial, it is our mission to offer individualised supports, so that the initial intricacies and ongoing responsibilities of being an NDIS participant don’t get in the way of you living your best life.


freedom from provider restrictions

Being Plan Managed releases you of the provider restrictions that are imposed by being agency managed and offers more price flexibility, without the additional time commitment of paying invoices that comes with Self-Management.

choice and control

As a plan managed participant, YOU choose the services you use, the providers you engage, and how much of your budget you allocate for them. You maintain total control over when and how those services are delivered while DFM Financial looks after your accounts.
When you have Improved Life Choices included in your plan, the NDIA will cover all of our fees. This includes the initial one-off cost of getting your plan set up in our system and our monthly fee which the NDIA pay so that we can support you.

our Approach

At DFM Financial, we have NDIS consultants in Burleigh Heads, Kempsey, Coffs Harbour and Woolgoolga to personally review your NDIS Plan and outline how DFM Financial can assist you. We also have dedicated online and phone based NDIS professionals that can manage your Plan if you cannot get to one of our offices. As part of our service we will discuss with you our Service Agreement and provide quarterly statements, keeping you in control of your NDIS budget. DFM Financial do not provide direct care services, so we are independent of all other service providers and this means we are dedicated to managing your NDIS Plan.

Provider No 4050026136


Our services are available to people with disability who are eligible for the NDIS. When a participant requests access to our services, this starts the entry process and they are provided a timely response regarding their request. If a participant decides to leave our services, this is referred to as exiting and can happen for a number of reasons. Our exit process is fair and transparent and upholds the rights of participants. We will support participants with an exit plan after we become aware of a participant who wishes to exit our services.

If you are not eligible for the NDIS, then we may still be able to help you through the Continuity of Support Programme.

Find out more by visiting our CoS page


Complete the below form or call 1300 725 071

Complete the below form or call 1300 725 071