Key Service Components of Plan management

Financial Administration

We assist with budget tracking, invoice processing, and maintaining accurate records to help you manage your NDIS funds effectively.

Capacity Building

We provide guidance on NDIS processes, develop your plan management skills, and promote independence for managing your supports.

Support and Guidance

Our team offers education about the NDIS and assists with setting clear funding goals aligned with your individual needs.

Reporting

We provide regular updates and support during plan reviews to ensure your NDIS goals are consistently being met.

Flexibility

You have the freedom to choose providers and access tailored support that meets your unique requirements and preferences.

Benefits

Our services aim to reduce stress, empower you to make decisions, and ensure proper financial oversight for peace of mind.

NDIS Guide to Plan Management

Overall, plan management aims to simplify the financial and administrative processes for participants, allowing them to focus on achieving their personal goals and improving their quality of life.
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Budget Management
Ensuring that funds are allocated and spent according to the participant's plan and goals.
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Financial Administration
Processing invoices and payments to service providers, keeping accurate records, and tracking expenditure.
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Support Coordination
Helping participants connect with service providers and supports that align with their needs.
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Reporting
Providing regular updates and reports to participants about their funding usage and remaining budget.
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Advice and Guidance
Offering information on how to maximize the benefits of their NDIS plan and navigate the system effectively.

Who Can Use Plan Management Services?

Any NDIS participant can choose to have their plan managed by a registered plan manager. It’s an option available regardless of whether the participant is self-managed or agency-managed.

How to Access Plan Management Services

Participants can select a plan manager during their planning meeting or review. They can also choose to change plan managers if their needs evolve. Overall, plan management services are designed to enhance the NDIS experience by making financial management simpler and more accessible for participants.