A dedicated NDIS plan manager, at no cost to you.

We’ve partnered with Plan Partners to help you navigate the NDIS so you can maximise the benefits. Whether you have simple or difficult questions, we can help you find the right answer.

Plan Management Guide

Select which option describes your situation best

Plan Management: For Me
It’s for me
Plan Management: For Someone Else
It’s for someone else
Plan Management: As A Support Coordinator
I’m a Support Cordinator
Clickability
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Rating

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Jayne Testimonial
I have been using Plan Partners for over 2 years as the service provider for my daughters NDIS plan .. I am extremely happy with the guidance and assistance she has given me as I have navigated the NDIS and how it can most benefit my daughter.
Jayne

How to choose the right plan manager

You have a wide range of options and complete control over the NDIS funded supports you need. The same goes for your plan manager.

Key factors when choosing your plan manager

Are you overwhelmed by the number of plan management services? You’ll find many businesses to support you to manage your NDIS funding, but not all are the same. There are three main factors you should look for when choosing a plan manager that’s right for your needs.

What to look for in a plan manager
Trust icon
Trust

You'll need to trust that your plan manager can look after your NDIS funding to meet your needs.

Expertise icon
Expertise

A good plan manager provides expert guidance for managing your NDIS plan.

Understanding icon
Understanding

You'll want to know your plan manager has your best interests with every decision made.

How to find a good NDIS plan manager

Finding and connecting with a good NDIS plan manager takes time and research. You can speak to your Local Area Coordinator or friends and family. You can also use online tools such as Clickability and MyCareSpace to see honest customer comments and reviews about NDIS plan manager service providers.

How to find a good NDIS plan manager

Why choose an NDIS plan manager

A good plan manager takes the stress out of managing your NDIS funding. It frees up your time so you can focus on the important things.

A good plan manager helps you to monitor your funds and pay providers on time for any supports provided. They will provide financial reporting and budget insights so you can get the most out of your NDIS funding and not be overcharged for services.

Unlike with NDIA management, a plan manager will help you access services from NDIS registered and non-registered providers to ensure you are receiving the best care for your needs.

Why might you choose to use an NDIS plan manager

Set up the accounting routine

You’ll be required to submit tax reports each year. Our qualified accountancy services take the pressure away by organising relevant documents, identifying any exemptions and preparing necessary reports ready for tax time.

Set up the accounting routine

Your plan manager checklist

Let’s take a look at comparing the features and services of your chosen plan managers. Use this checklist to help you identify the right plan manager for your needs.

Customer Service:

  • Is their sign-up process simple and quick?
  • Do they offer a clear service agreement?
  • Do they have multiple contact options so you can get in touch when you need them?
  • Do they respond efficiently when contacted?
  • Does the customer service team provide clear and easy to understand information?
  • Do they understand your needs and offer you choice and control?

The financials:

  • Is there an online tool that enables you to track your NDIS fund budget and spending?
  • Do they offer a clear payment process?
  • Are you able to see the status of your invoices and payments in real-time?
  • Do they help you avoid overspending by securing your budgets with your service providers?
  • Do they provide regular reporting of your plan managed budgets as outlined in the NDIS Guide to Plan Management?

Expertise:

  • Are they a dedicated NDIS plan manager or is this just one aspect of their business?
  • Do they offer other services that may help you manage and organise your NDIS plan?
  • Do they discuss with you efficient and effective ways to utilise your approved NDIS funds?
Your plan manager checklist

Connect with an NDIS specialist today

We will work with you to understand your NDIS plan and find the services that fit best with your needs and lifestyle.

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The easy way to manage your NDIS funds

Everything carefully designed so you can manage your NDIS funds efficiently.

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Q&A

What does my plan manager do?

A plan manager handles the administration of paying service providers for supports delivered. They also help you manage your NDIS funds to reduce the potential for overspending.

What is the difference between self-managed, plan managed or NDIA managed?

Self-managed plan - you are responsible for all the administration associated with your plan including paying providers and applying for reimbursements from the NDIS. You have the control and flexibility to choose supports that are in line with your plan and negotiate the costs. Plan managed plan - you appoint a plan manager to look after the financial and administrative aspects of your plan for you. You'll have the flexibility to choose the service providers for your plan and they can negotiate the provider fees on your behalf. NDIA managed plan - NDIA pays your providers directly and manages your budget. You can only use registered providers and you can't negotiate prices to help you stretch your funds further.

What is the difference between a plan manager and a support coordinator?

A plan manager helps you manage the financial aspect of your plan. They pay your providers and provide you with financial reporting. A support coordinator helps you find, choose and implement supports that are included in your NDIS plan.

How do I change NDIS plan managers?

You can choose or change your plan manager at any time during your plan. Here are the simple steps to change your manager: 1. Call the NDIA on 1800 800 110 and notify them of your intentions to change plan managers. 2. Register with your new plan manager and complete the required paperwork. 3. Get in touch with your current plan manager to cancel your service.

Can I change from NDIS managed plan to plan-managed?

Yes, you can change from an NDIS managed plan to enlist the help of a plan manager at any time. All you need to do is contact the NDIA on 1800 800 110 and make the request to change.

How much does an NDIS plan manager cost?

You don't have to pay your NDIS plan manager and you won't have any money taken from your NDIS fund either. NDIA supports plan manager services by adding additional funds to your plan. These funds cover the costs of your plan manager.