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How to choose a Plan Manager

Updated 24 June, 2020
Jaydon and Courtney.

The NDIS gives people with a disability unprecedented choice and control over the supports they receive – and that’s equally true when it comes to choosing a Plan Manager. But with so many options out there, how can you be sure you’re finding the one who’s right for you?

What’s on offer

There’s a huge variety of businesses that offer Plan Management services, ranging from small accountancy firms, to disability service providers and specialised organisations. No matter what kind of Plan Manager you want, there are three overarching things that can make a big difference.

  1. Trust. Firstly, you need to be able to trust your Plan Manager to take care of your NDIS budgets, offer you independent advice and be completely open with you about how budgets are tracking.

  2. Expertise. Your Plan Manager should be experts in the NDIS and know all its ins and outs, so they can give you valuable advice on how to get the most out of the NDIS.

  3. Understanding. Finally, you need to know that your Plan Manager is driven by a desire to help NDIS participants get the most out of their NDIS plan and will go above and beyond to understand and support them through their NDIS journey.

With these three things in mind, you can start to explore your options a little closer.

Do your Research

Before selecting a Plan Manager, it’s a good idea to spend some time researching what’s out there. There are plenty of online resources that allow people to rate, review and comment on service providers and Plan Managers, but two of the biggest and most active ones are Clickability and MyCareSpace. These websites let you search for a specific Plan Manager and provide some background and customer reviews for each.

Speaking with other NDIS participants or your Local Area Coordinator is another great way to get a sense of which Plan Managers offer a high level of service.

Your Plan Manager Checklist

Once you have a sense of the Plan Managers you might like to use, it’s time to take a closer look at what features and services each is offering. The best way to do this is by checking their website or just giving them a call, and use this checklist:

  • Customer Service

    • Do they have a customer charter that outlines their promises to their customers?
    • Do they offer multiple methods to contact them?
    • If you call them, do they take the time to have a chat with you, understand your needs and give you clear information and valuable advice?
    • Do they offer a simple, online sign-up process?
  • Payment and budgets

    • Do they provide an online tool and a monthly overview for you to track the status of your NDIS budgets?
    • Are they clear about their invoice payment process, including their payment times?
    • Can you track the status of your invoices online?
    • Can they secure your budgets with agreed service providers to protect you against overspending?
  • Expertise

    • Are they specialised in NDIS Plan Management or is it one of the many things they do?
    • Do they have a background in financial services and the disability sector, or just one of these?
    • Do they also provide Support Coordination, so if you’d need to, they can handle not only the financial but also the organisational aspects of your NDIS plan?

Don’t rush

Given Plan Management can help you unlock the full potential of your NDIS plan, it’s worth taking your time to ensure the Plan Manager you choose is right for you and your situation. Taking the time to think about what you need and ensuring it’s offered by the Plan Manager you choose can avoid disappointment in the future. 

Plan Partners

At Plan Partners, we are committed to delivering the best Plan Management services in Australia, so that our customers can get the most out of their NDIS plan and achieve their goals in life.

So, if you’d like to see how we stack up against what’s in your personal Plan Management checklist, have a look at our website or give our team a call. Learn more about Plan Management with Plan Partners.

Do you have a question or query? Contact us or give our friendly team a call on 1300 333 700.

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8 comments

Plan Partners logo
Cathie Collins (not verified)   29th April, 2019

Is it the plan managers job to approve invoices from the participant service providers.
Currently my mothers/ participant, providers approves invoices for their own services they provide mum, we dont recieve any invoices. Would this not been seen as a conflict of interest?
Thankyou
Cathie...participants carer

Plan Partners logo
Plan Partners   29th April, 2019

Hi Cathie,

Thanks for your question.

It is your Plan Manager's role to approve the hourly rate on your invoices. Your service provider should also provide you with copies of the invoices for you to approve.

If you have further questions, feel free to give our friendly team a call on 1300 333 700.

In the meantime, learn more about Plan Management with Plan Partners here: https://www.planpartners.com.au/plan-management

Warm regards,
The Plan Partners team

Plan Partners logo
Kylie Daley (not verified)   10th January, 2020

Looking at different plan management companies that are able to maximise my NDIS and also a company that's flexible

Plan Partners logo
pmp.admin   10th January, 2020

Hi Kylie,

We are a Plan Management provider and would be happy to give you a call to discuss how we can support you in getting the most out of your NDIS funding. If you'd like, feel free to leave us your contact details here: https://planpartners.com.au/customercontact

Have a great weekend.

Warm regards,
The Plan Partners team

Plan Partners logo
Kim Cross (not verified)   16th March, 2020

HI, Our NDIS funding has been approved and we have our funds ready to use for our twin boys. We are looking for a plan manger who fits the model you are showing here. Was wondering what the next step was as we have apts starting in a week.
Many thanks Kim Cross

Plan Partners logo
pmp.admin   16th March, 2020

Hi Kim,
Thank you for your comment on our website. We are certainly able to support you with Plan Management. Our team will send you some more information soon, or you can easily sign up with us here: https://planpartners.com.au/signup.
Warm regards,
Stefan from Plan Partners

Plan Partners logo
Christopher Walker (not verified)   18th August, 2020

I am dyslexic I’m looking after my sons NDIS plan and I need some help arranging a good Plan manager and I heard that your Services Provides the service thank you

Plan Partners logo
pmp.admin   18th August, 2020

Hi Christopher,
Thank you for your comment. We're glad to hear you're interested in our services. You can signup online anytime here: https://planpartners.com.au/signup. Otherwise feel free to give our friendly team a call on 1300 333 700 so we can assist with the sign up process. We're here to help.
Warm regards, Tegan from Plan Partners.

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