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Tristram's NDIS journey
Join Tristram as he shares his personal NDIS journey in this witty and inspiring video series.
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Managing my NDIS funds
"Plan Partners have been instrumental in helping me, they've been incredibly supportive of my sporting dreams and aspirations. I can continue doing all these things that I love because I've got my NDIS plan in good shape." Tristram, Aussie Powerchair Team and Plan Partners' Customer
Episode 3 - Managing my NDIS funds
While he is waiting to receive his NDIS plan, in this episode Tristram explains the three ways you can choose to manage your NDIS funds - and reveals which option he has chosen, and why!
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Show Transcript
<p><strong>[00:00:01]</strong> So I’m filming them all in one go… I know.</p>
<p><strong>[00:00:09]</strong> Hi everyone, Tristan here, and welcome to another episode of My NDIS Journey.</p>
<p><strong>[00:00:14]</strong> Today we’re talking about plan management — so buckle up.</p>
<p><strong>[00:00:19]</strong> When you go to your planning meeting, you’ll need to decide how you want to manage your NDIS funds.</p>
<p><strong>[00:00:23]</strong> There are three ways you can do this: NDIA-managed, self-managed, or plan-managed.</p>
<p><strong>[00:00:34]</strong> Let’s unpack them one by one.</p>
<p><strong>[00:00:36]</strong> If you choose NDIA management, the NDIA manages your funds for you.</p>
<p><strong>[00:00:41]</strong> They process invoices, help with service agreements, and handle the administrative side of things.</p>
<p><strong>[00:00:50]</strong> The limitation is that you can only use NDIS-registered providers.</p>
<p><strong>[00:00:57]</strong> So it reduces flexibility, but it also takes a lot of the effort off you.</p>
<p><strong>[00:01:09]</strong> On the other end of the spectrum is self-management.</p>
<p><strong>[00:01:16]</strong> This means you take care of everything — invoicing, accessing the NDIS portal, and paying your providers.</p>
<p><strong>[00:01:25]</strong> It involves more effort, but it gives you much more freedom.</p>
<p><strong>[00:01:32]</strong> For example, you don’t have to use registered providers.</p>
<p><strong>[00:01:36]</strong> If you want a gardener, you can hire your local gardener to do the work you need at home.</p>
<p><strong>[00:01:41]</strong> So there’s lots of flexibility — but more responsibility.</p>
<p><strong>[00:01:45]</strong> Is there an in-between option?</p>
<p><strong>[00:01:48]</strong> Yes — and that’s plan management.</p>
<p><strong>[00:01:50]</strong> A plan manager handles the paperwork and invoicing for you.</p>
<p><strong>[00:01:58]</strong> But you still keep the freedom and flexibility to choose the providers you want.</p>
<p><strong>[00:02:06]</strong> So what did I choose?</p>
<p><strong>[00:02:13]</strong> Plan management.</p>
<p><strong>[00:02:16]</strong> I work all day and have busy schedules.</p>
<p><strong>[00:02:21]</strong> The last thing I want to do when I get home is deal with invoicing and admin.</p>
<p><strong>[00:02:24]</strong> I’d rather uncork a bottle of wine, sit back, relax, and enjoy myself.</p>
<p><strong>[00:02:28]</strong> With plan management, they take care of the reporting and invoicing.</p>
<p><strong>[00:02:33]</strong> I get more freedom — and I still have the flexibility to choose the services I want.</p>
<p><strong>[00:02:39]</strong> If you’re considering plan management, you might be wondering how to find a plan manager.</p>
<p><strong>[00:02:45]</strong> You can speak to your Local Area Coordinator (LAC) and ask about plan managers in your area.</p>
<p><strong>[00:02:58]</strong> You can also use the NDIS provider search tool and look up providers by postcode.</p>
<p><strong>[00:03:07]</strong> Or you can jump onto Clickability and check ratings and reviews for plan managers near you.</p>
<p><strong>[00:03:15]</strong> That’s it, guys — another episode done and dusted.</p>
<p><strong>[00:03:17]</strong> Be sure to subscribe to My NDIS Journey for future episodes.</p>
<p><strong>[00:03:22]</strong> Head over to Plan Partners on YouTube and I’ll see you next time.</p>
<p><strong>[00:03:29]</strong> For more information on the NDIS and your journey, head to planpartners.com.au.</p>
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