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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 managing all the paperwork and making sure your providers are paid

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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. Use a professional Plan Management service

Plan Managers, like Plan Partners, are specialists who can support you manage your NDIS funds.

Your Plan Manager will handle all the time-consuming and tricky daily administration tasks that come with managing your NDIS plan. They will pay your service providers and claim from the NDIS, keep track of your spending and maintain accurate financial records. You’ll have the choice of using your NDIS funds with any provider – not just NDIS-registered ones.

Plan Management is funded by the NDIS, so there is no cost to you. Just make sure you specifically ask for Plan Management to be included in your NDIS plan at your next NDIS planning meeting. The NDIS will then have to include it in your NDIS plan - it will be in the category called ‘Improved Life Choices’.

Plan Management doesn’t include more specific assistance with finding and connecting you with service providers. If you need this, Support Coordination may be helpful.

2. Leave your funding with the NDIS

You can get the NDIS to handle your funds and pay your service providers.

If you do this, you will still need to be hands-on, setting up service agreements with your providers and managing how the service is delivered. When choosing service providers, you will be limited to those who are on the NDIS list of registered providers.

3. Manage your funds by yourself

Self-management leaves things entirely in your hands.

You’ll have to organise payment of your service providers, keep receipts and invoices in file and manually claim the money back from the NDIS.

Which option is right for you?

Everyone’s situation is different, so there’s no ‘one size fits all’ answer. To decide what’s best for you, you should consider your aspirations, life goals, support needs and how much time and effort you want to invest in managing your funds.

Many people choose Plan Management because it offers the most choice and flexibility, saves time and makes managing NDIS funds easy.

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.

more-choices-icon

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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