Complete financial support under one roof

More than plan management. Complete financial care.

DFM is a full-service financial group offering NDIS plan management alongside accounting, financial planning and mortgage services. One trusted team for every financial need.

✓ Free for NDIS participants✓ Registered NDIS providerNSW and Nationwide

Why choose us

What makes DFM Financial different

🏦

Full financial group

NDIS plan management, accounting, financial planning and mortgage brokering all in one place.

🧮

Accounting expertise

Our accounting team provides tax and financial reporting that supports your whole situation.

💛

Community giving

Proud supporters of the Disabled Surfers Association and Autism Awareness charities.

📍

Local presence

Offices across NSW with professionals who know your community.

Who we support

Plan management for everyone in your team

Whether you're a participant, coordinator or provider — DFM Financial has you covered.

👤

Participants

We handle all your invoices, payments and reporting — at no cost to you. Your NDIS plan, your choice.

  • Fast invoice processing
  • Monthly statements
  • Budget tracking
  • Expert NDIS guidance
🔗

Support Coordinators

Real-time visibility into participant budgets. We make your job easier with fast responses and clear reporting.

  • Coordinator portal access
  • Real-time budget data
  • Quick payment processing
  • Direct communication
🏢

Providers

Get paid reliably and on time. We process invoices quickly and keep communication clear.

  • Fast payment processing
  • Invoice portal access
  • Clear payment status
  • Reliable cash flow

Also offering: Accounting · Financial Planning · Mortgage Brokering

One trusted team for all your financial needs — not just NDIS.

Getting started

How it works

Simple steps to get your plan managed. Stress free.

01

Register online

Complete our simple sign-up form. Takes about 5 minutes and we handle the rest.

02

We set up your plan

Our team activates your plan management and notifies your providers within 1-2 business days.

03

Providers invoice us

Your providers send invoices directly to us. No chasing required on your end.

04

We pay, you track

We process payments quickly and you get full visibility via your online portal or app.

05

Monthly statements

Clear monthly statements so you always know exactly where your budget stands.

Testimonials

What people say about us

"Having my plan management and accounting under one roof saves me so much time and stress."
B

Brian K.

NDIS Participant

"DFM feels like a one-stop shop. Every financial question answered in one call."
L

Lisa M.

Parent / Carer

"Their community involvement tells you a lot about their character. Great team."
A

Andrew T.

NDIS Participant

Ready to get started?

Plan management is free for NDIS participants. Register in minutes and we'll take care of the rest.

Register with DFM Financial

Free for NDIS participants · No lock-in · Switch anytime