Plan management

As a registered plan manager, we’re here to help you get the most from your NDIS plan.

We take care of the financial tasks that come with your plan. With less stress and more time, you can focus on your goals knowing that your NDIS funds and paperwork are in safe hands.

What is plan management?

Plan management is one of the options for managing your NDIS Plan. Overall, it offers many benefits for both participants and carers.

Plan management gives you more freedom and control over your NDIS budget while reducing time-consuming tasks like bookkeeping, audits and budgeting.

Flexibility to choose your providers

With plan management, you have more flexibility in how you use your NDIS funds. For example, you can choose the providers you want, whether they are NDIS registered or not. And if you need help finding someone new, our team knows the local industry and can connect you with providers that suit your needs, so that you can make the best choice for your life.

Less paperwork and red tape

Navigating the NDIS can be challenging, time-consuming and frustrating. That’s why plan management is a great option if you want oversight and control of your plan but do not have the time or skills for the behind-the-scenes work.

As your plan manager, we submit claims, pay invoices and help with any NDIS-related issues. You have full oversight of your spending with monthly statements, plus access to a real-time app powered by Brevity to track your budget anytime.

Unlike self-management, you do not need to provide invoices, receipts or evidence to the NDIA. We handle all of that for you.

Professionals you can trust

When choosing a plan manager, trust is essential.

That’s why our plan managers are certified bookkeepers who know the NDIS inside and out. With strong checks and controls in place, you can rely on us to manage your plan with accuracy, care, and full compliance.

We give you a dedicated plan manager who understands you, your circumstances, and your local community, because every person is different.

Faster payments

You can trust your NDIS claims and payments will be processed quickly, with most invoices cleared in one to three business days. Our plan management software links directly with the NDIA portal to deliver faster payments and remittances for your providers.

No out-of-pocket expenses

Every NDIS participant can have plan management included in their plan at no cost. Importantly, it does not reduce your other funding. The NDIS pays a set-up fee and a monthly fee directly to your plan manager to support you.

How do I get plan management from the NDIS?

Anyone with an NDIS plan can choose plan management. Just ask for it at your plan meeting, or add it mid-plan by calling the NDIS on 1800 800 110 or speaking with your local area coordinator.

Find out how to include plan management in your NDIS plan.