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PLAN MANAGEMENT

WHAT IS PLAN MANAGEMENT?

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:

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MORE CHOICES

With access to both NDIS registered and non-registered service providers.

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OUR NETWORK

We provide a list of service providers in your area.

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REDUCE ADMIN

By paying your providers and managing all the paperwork.

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TRACKING

Keep track of your spending and report regularly on your progress.
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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.

Sign-up for our services

WHAT ARE THE OPTIONS FOR MANAGING MY NDIS FUNDS?

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

Contact Us

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WHY SHOULD I CHOOSE PLAN PARTNERS?

 

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Expertise

We draw on our many years of experience in the disability and finance sectors to tailor our services to suit your individual needs.

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Independence

We’ll help you bring your plan to life based upon what’s best for you – not anyone else.

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Local Knowledge

Our team is based all over Australia, which means we have extensive knowledge of local communities and their available services.

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More Choices

We give you access to the country's widest range of service providers - both NDIS and non-NDIS registered - so you can make an informed choice about who provides you with your supports.

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More Choices

We give you access to the country's widest range of service providers - both NDIS and non-NDIS registered - so you can make an informed choice about who provides you with your supports.

FIND OUT MORE

If you’d like to get more out of your NDIS plan, learn more about our services or just want some independent, honest advice, we’re always happy to have a chat.

Get in touch

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