Plan Management supports you in managing your NDIS funds. Our Plan Management team handles the day-to-day admin that comes with an NDIS plan, such as processing and paying invoices and keeping track of your fund balance.
As your Plan Manager, we will offer:
With access to both NDIS registered and non-registered service providers.
We provide a list of service providers in your area.
By paying your providers and managing all the paperwork.
Keep track of your spending and report regularly on your progress.
HOW DO I SIGN UP FOR PLAN MANAGEMENT?
Signing up for Plan Management with us is easy. Just click on the link below to fill out our sign-up form.
We will contact you within 1 business day. To get everything started, we will ask you to complete and sign our Customer Service Agreement and send us a copy of your NDIS plan.
It’s up to you to decide how you want your NDIS funds to be managed. Here are your three options:
1. Self-management. With this option, you’re responsible for:
Requesting and paying all invoices on time
Claiming reimbursements from the NDIS
Keeping a record of your spending and receipts
Choosing and organising your own supports
Reporting back to the NDIA on your spending
2. Plan Management. This gives you all of the benefits and choices that come with self-management, without the admin headache. All tasks are coordinated and managed by finance specialists and you have access to a much wider pool of support providers, including providers who are not registered for the NDIS.
For a lot of people, opting for plan management is an easy decision. It offers the most choice and flexibility with the least stress and effort and gives you the freedom to spend your NDIS funds with any service provider you choose. Find out how to sign up for plan management.
3. NDIA-management. This is the default option. Payment of your invoices is managed by the NDIA, but you’ll still need to do the following yourself:
Choose and organise your supports (from the NDIA’s list of registered providers only)
Set up service agreements with your providers
Track your funding and set up service bookings through the NDIS portal