New to plan management
Start by checking your plan.
- Look for budgets marked as plan-managed.
- Check that funding for a plan manager is included.
- If you are unsure, ask your my NDIS contact to explain your options.
NDIS Plan Management
Keep your focus on everyday life, with help to manage the financial side of your NDIS plan. We work with you on invoices, payments and understanding your funding, while you stay in control of your supports.
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More clarity over your NDIS funding
You choose your supports. We help with the payments, records and funding information behind them.
Invoices & payments
Check provider invoices, clarify anything that does not match and manage eligible claims and payments with your authorisation.
Budget records
Keep records of claims and payments so you can understand what has been spent and what funding remains.
Clear explanations
Talk through your funding information and the financial administration of your plan, so you can ask questions and make informed decisions.
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Your plan, your decisions
Your support providers
You can use our plan management on its own and keep your choice of direct support providers. Each service is agreed separately. We explain relevant relationships and any conflicts of interest.
Your information and consent
You decide who joins conversations about your plan, what information can be shared and what consent you give.
Your invoice approvals
Check that an invoice matches the support you received. Ask about anything unclear before authorising a claim.
How is plan management funded?
Understand the financial arrangements before you choose your plan manager.
Separate funding, when included in your plan
If your plan includes plan management, the NDIS funds it separately from your other supports. We explain the applicable fees and service agreement before you decide.
We welcome enquiries across Greater Melbourne, including Melbourne’s western suburbs, Wyndham, Point Cook, Werribee, Tarneit and Truganina, as well as Geelong. Tell us your location and communication preferences so we can discuss arrangements.
What happens to an invoice?
We agree how invoices, approvals and updates will work with you before we begin.
Receive and check
Your provider sends an invoice using the arrangements agreed with your plan manager. The details and available funding are checked.
Confirm with you
You authorise claims for the supports you received. Any differences or missing details need to be resolved.
Claim and pay
Eligible claims are submitted to the NDIA. Provider payment follows the claim outcome and agreed payment process.
Keep you informed
Payments are recorded, helping you follow your spending and understand your remaining funding.
Your budget updates explain
- What you have spent
- What funding remains
- How spending fits your plan
You still need to check your spending and only buy NDIS supports that fit your plan. We agree how to make updates clear and accessible to you.
Joining us or changing managers?
You can start with a question. An enquiry does not commit you to a service.
Changing plan managers
You can change during your plan.
- Check the notice arrangements in your current service agreement.
- Let your current manager know you want to change.
- Agree how outstanding invoices and records will be handed over.
What we agree before starting
We discuss your plan-managed budgets, service scope, fees, approvals, budget updates and preferred way to communicate. You choose who is involved and consent to the information we can access.
Your plan manager needs to be recorded with the NDIA as a my provider. We also confirm how providers should send invoices and, if you are switching, how the handover will work.
Plan management or support coordination?
- Plan management
- Invoices, claims, payments, financial records and understanding your budget.
- Support coordination
- Finding and organising supports, and building your ability to use your plan.
These roles can work alongside each other. Your plan may include funding for both.
Frequently asked questions
Let’s talk about the support you need
We’re here to listen, answer your questions and help you understand your options.
Tell us a little about yourself and what you’re looking for. You can enquire for yourself or someone you support.
LET’S GET STARTED
How can we help?
A few details will help us understand the support you need.
Step 1 of 4
Who are you enquiring for?
Your enquiry · Plan management