How it works
Getting started with PFPM is quick. Once you’re set up, we take care of the payments — month after month.
From hello to fully set up
Getting started is simple. We’ll guide you at every step.
Step 1: Check plan management is in your plan
Look at your NDIS plan, or ask your LAC or NDIS planner. If it’s not there yet, ask them to add it. We can help you with what to say.
Step 2: Send us a copy of your NDIS plan
Email your NDIS-approved plan to admin@pfpm.com.au, fill in our short form, or call 1300 765 573. We’ll send you our Welcome Pack and Service Agreement to review and sign.
Step 3: We connect with the NDIS
Once we receive your plan and consent, we arrange your plan management connection with the NDIS. If you’re switching from another plan manager, we’ll help with that too.
Step 4: Tell your providers about us
Ask your providers to send their invoices to admin@pfpm.com.au. We can contact them for you if you like.
Step 5: We take care of the rest
Once connected, we can begin processing your invoices within two days. You get a monthly statement, and you can call us 8am – 10pm, 7 days.
How to choose PFPM as your plan manager
If plan management is already in your NDIS plan, it only takes a short phone call. We can stay on the line to help if you like.
Step 1: Send us your plan
Email a copy of your NDIS-approved plan, fill in our short form or call 1300 765 573. We’ll send our Welcome Pack and Service Agreement.
Step 2: Tell the NDIS you’ve chosen us
Call the NDIS on 1800 800 110, or tell your LAC or planner, that you’d like Prompt Financial Plan Management as your plan manager. Give them our details from this page.
Step 3: We connect and get started
Once we have your plan and consent, we arrange the connection with the NDIS. Once connected, we can begin processing your invoices within two days.
What happens with each invoice
- Step 1
Your provider sends an invoice
They email it to us at admin@pfpm.com.au.
- Step 2
We check it
We make sure it matches your plan and NDIS pricing.
- Step 3
We pay it promptly
Correct invoices are processed within 2 business days.
- Step 4
You see it on your statement
Each month we send you a clear summary of your spending.
What you’ll need
Don’t worry if you don’t have everything. Call us and we’ll help.
- A copy of your NDIS-approved plan
- Your name and contact details
- Your NDIS number
- Your plan start date
- A list of your current providers (if you have any)
Switching from another plan manager?
It’s easy. Sign up with us, and let your current plan manager know you’re moving. We’ll help make sure your providers know where to send invoices, so nothing is missed.
Switch to PFPM