NDIS consulting services & advisory

Unlocking the full potential of your NDIS plan

Wondering how can you maximise the benefits of your NDIS plan to enhance your quality of life? At SFR, we provide NDIS participants with the financial advisory services needed to fully leverage their NDIS plans. From budget management, to optimising funding allocations, to any other guidance you need, our NDIS advisory service will ensure you receive the resources and support you need to realise your goals.

How our NDIS advisory services can leverage your NDIS plan to enhance your quality of life

Funding utilisation

Ensure your NDIS funds are allocated efficiently to cover necessary services and support.

Personalised budgeting

Tailor your spending and saving to align with your plan and personal goals.

Increased independence

Enhance your ability to live independently through effective fund management.

Advocacy and support

Leverage an experienced financial advocate to navigate the NDIS system with ease.

The SFR difference

Our mission is to get you to a place where money is no longer a source of stress in your life

Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.

  • All the financial advisory services you need, under one roof
  • Total transparency, and empowerment through education
  • Securing your future without sacrificing your freedom now
  • 20+ years of experience, and fully licensed in all areas
  • A thriving global network, offering lucrative opportunities

Our services

Financial advisory services, across the full spectrum of disciplines

You no longer have to consult one company for superannuation advice, another for tax advice, another for property advice, and another for estate planning. We’ve consolidated all the advisory services you need in one place, empowering you with a holistic, top-down view of your financial security and future.

Financial advice

Transform dreams into achievable milestones with our holistic, transparent guidance, making financial stress a thing of the past.

Superannuation advisory

Navigate the maze of superannuation with SFR, optimising contributions to secure your retirement dreams with clarity and confidence.

Aged care and Centrelink

Simplify the complexities of aged care and Centrelink with personalised, adaptive advice from SFR, ensuring optimal support and care.

Estate planning

Ensure your legacy’s security with wealth preservation, conflict avoidance, tax optimisation, and definitive healthcare directives for ultimate peace of mind.

NDIS plan management

At SFR, our plan managers can help you pay your service providers, track your NDIS funding, enhance your ability to live independently, and provide any other NDIS and and financial guidance you need.

Property services

Aligning strategies for financial success and streamlined ownership with investment and mortgage advisory, residential and commercial sales, and management.

SMSF services

Optimise your retirement combining expert management and strategic property investment for a robust, worry-free SMSF portfolio.

Tax services

Transform tax filing and leverage strategic advisories with SFR to ensure maximum savings and compliance for your wellbeing.


Frequently asked questions

What should I look for in a financial advisor for NDIS planning?

Look for a financial advisor with experience in NDIS planning and a deep understanding of the NDIS framework, to provide you with the most beneficial advice.

Does your NDIS advisory include assisting with plan management?

While SFR specialises in financial advice, we can guide you in selecting the right plan management options to suit your needs. We can also recommend professional NDIS plan managers who can handle the day-to-day administration of your plan.

What happens if my NDIS plan changes?

If changes occur in your NDIS plan, we can help you reassess your financial strategies to ensure they remain aligned with your new plan. We provide support in adjusting your budgeting, investments, and financial goals to accommodate any changes in your funding or support needs.

Can a guardian or representative manage NDIS advisory services on behalf of a participant?

Yes, our NDIS advisory supports guardians or representatives acting on behalf of NDIS participants. Our team works closely with guardians to ensure that the participant’s financial goals and needs are met comprehensively and with empathy.