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Plan Management Services

Let our highly qualified and experienced Plan Managers assist you in getting the most out of your NDIS funds. 

We can offer financial advice, management and ensure that you are being supported effectively, appropriately and professionally by your preferred Service Providers.

What We Can Do For You

Understanding Your Plan

Our Plan Manager will help you to:

  • Understand what funding is available in your NDIS Plan.

  • Understand what services are eligible for funding.

  • Learn how to keep track of spending and stick to a budget.

  • Pay the appropriate Service Providers using your NDIS Funding.

Utilising Your Funds

Our Plan Manager will help you to:

  • Get the most from your NDIS Plan while saving you time in the administration of funds.

  • Make the funds claiming process easy.

  • Ensure you get the best value from all your Service Providers.

Quality Assurance

Our Plan Manager will help you to:

  • Review Service Provider invoices and claims, to ensure they are correct.

  • Ensure you are getting ther services and supports you have paid for from all your Service Providers.

Compliance and Reporting

Our Plan Manager will help you to:

  • Understand your rights in relation to services your receive.

  • Advise or assist in reporting any breaches in your Service Agreements or rights.

If you’d like more information about our services, get in touch today.

Frequently Asked Questions

What Does a Plan Manager Do?

A Plan Manager looks after the administration of your NDIS plan. This includes advice on how to spend your funds, monitoring and reporting on your budget, paying, reviewing and negotiating Service Provider invoices, and providing financial advice on your NDIS funds when you need it.

Do I Need a Plan Manager?

During your NDIS Planning Meeting, you can request or may have been recommended to get a Plan Manager. Basically a Plan Manager's job is to help you understand, plan and learn how to self-manage the financial aspects of your NDIS Plan. 

You can find out more about what a Plan Manager does, how to locate one and what to request in a Service Agreement from the NDIS Website Plan Management page

Do I Have to Meet My Plan Manager?

We offer both over-the-phone and office appointments based on your individual needs. To save you time and maximise your funding, we recommend simply calling or emailing through your questions, invoices or queries to our dedicated finance team, who will review, respond or action your request. 

Let's get started today!

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Complete an online Referral Form quickly and easily.

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Call us to discuss how we can be of service to you or your client.

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Email us your questions and we will get back to you quickly.

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