Plan Management Professionals
“backed by accounting expertise”
Our NDIS Plan Management Client Onboarding Process
We make joining our service simple, transparent, and stress-free. Our onboarding process is designed to ensure we understand your needs and provide personalised support from the very beginning.
Complete the Referral Form
Start your journey with us by completing our simple referral form.
We'll Contact You Within 24 Hours
We begin with a friendly discussion to learn about you, your NDIS plan, your goals, and how we can best support you.
Service Agreement & Setup
Once you decide to work with us, we complete the necessary paperwork and set up your plan management service quickly and smoothly.
Understanding Your Plan
We review your NDIS plan details, funding categories, and provider arrangements to ensure we have a clear understanding of your support.
Provider Connection & Invoice Setup
We work with your chosen providers to establish efficient invoice processing arrangements and ensure payments are handled accurately and promptly.
Ongoing Support & Communication
Once your plan is set up, we continue to monitor your funding, provide regular updates, and offer guidance whenever you need it—giving you confidence and peace of mind throughout your NDIS journey.
Frequently Asked Questions
Answers to the questions we hear most from participants and families exploring Plan Management.
How did we choose to work in the NDIS / Disability Sector?
NDIS Plan Management gives you greater choice, control, and confidence in managing your NDIS funding. A Plan Manager takes care of the financial administration by processing invoices, tracking your budget, and providing clear reports, allowing you to focus on achieving your goals and getting the most from your supports.
With Plan Management, you can access both registered and non-registered NDIS providers, giving you more flexibility and options when choosing the services that best meet your needs. You also receive professional guidance and support to help you understand your funding and make informed decisions throughout your NDIS journey.
What is Plan Management?
NDIS Plan Management gives you greater choice, control, and confidence in managing your NDIS funding. A Plan Manager takes care of the financial administration by processing invoices, tracking your budget, and providing clear reports, allowing you to focus on achieving your goals and getting the most from your supports.
With Plan Management, you can access both registered and non-registered NDIS providers, giving you more flexibility and options when choosing the services that best meet your needs. You also receive professional guidance and support to help you understand your funding and make informed decisions throughout your NDIS journey.
How is bookkeeping and Plan Management similar in nature?
NDIS Plan Management gives you greater choice, control, and confidence in managing your NDIS funding. A Plan Manager takes care of the financial administration by processing invoices, tracking your budget, and providing clear reports, allowing you to focus on achieving your goals and getting the most from your supports.
With Plan Management, you can access both registered and non-registered NDIS providers, giving you more flexibility and options when choosing the services that best meet your needs. You also receive professional guidance and support to help you understand your funding and make informed decisions throughout your NDIS journey.
How can I benefit from Plan Management?
NDIS Plan Management gives you greater choice, control, and confidence in managing your NDIS funding. A Plan Manager takes care of the financial administration by processing invoices, tracking your budget, and providing clear reports, allowing you to focus on achieving your goals and getting the most from your supports.
With Plan Management, you can access both registered and non-registered NDIS providers, giving you more flexibility and options when choosing the services that best meet your needs. You also receive professional guidance and support to help you understand your funding and make informed decisions throughout your NDIS journey.
Resources
We know navigating the world of NDIS and plan management can be complex. Here are a few resources to assist you.
What is the NDIS?
Factsheets and checklists for participants
Guide to Plan Management
Why use a plan manager?
NDIS Pricing Arrangements
Want to join our Plan Management or have a query?
Fill in the form below and we’ll be in touch within 24 hours.