Managing Your Plan

You deserve the best plan possible

NDIS Clients
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Managing Your Plan

We know selecting your NDIS plan manager can feel daunting.

At Managing Your Plan, our belief is straightforward guidance and caring support, not confusion. Our advisors genuinely listen and guide you in leveraging funding to meet life goals – together we’ll collaborate to provide budget clarity, and unlock potential tailored to you. And we’ll simplify each step, never recoiling from questions. Experience brings insights and the latest portals promote understanding, but wisdom builds trust. As your caring team, impartial and secure, our commitment is earning your confidence daily.


Let’s have a chat about seamless coordination
– we’re ready to help you progress easily!

How can we help?

Financial Guidance Designed
Around Your Goals

We're an Accredited
NDIS Service Provider

Placing emphasis on understanding and guiding every participant partnership.



Listen First

‘Real-time’
claims processing

Our chosen platform offers claims processing that matches the level of responsiveness you should expect.

We're Here

We’re purpose built
for NDIS clients

Simplifying coordination with financial literacy and transparency for enhanced efficiency and clarity.



Let's Talk

As your partner, we seamlessly handle provider and coordinator payments and budgets, simplifying coordination so you can thrive with you in full control over your budget.

Why Managing Your Plan?

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Qualified Accounting
Advisors by Your Side

Our team combines accounting expertise and insights to guide fiscal decisions. With over 75 years’ combined experience, we provide tailored money management to support your pursuit of purpose, not limit possibilities.

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You handle life, we'll handle paperwork

No-stress paperwork. Effortless paperwork handled by our team, freeing you to pursue your passions. Accurate and timely payments, headache-free finances, and secure record-keeping. Hassle-free funding for your endeavors.

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Self-Directed Insights at
Your Fingertips

Our online portal simplifies budget tracking, spending visibility, and invoice approvals. Get funding alerts and tips for better resource management. Access advisors to confidently direct resources towards your goals.

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Insightful Directing
of Funding

Streamlined visibility guides mindful spending, helping budgets become thoughtful supports so you can grow.

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Impartial Recommendations Geared Towards Your Goals

With extensive consulting experience, our advisors walk alongside to gather insights and focus on participant's priorities.

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We’re here for providers and coordinators

Our expertise in building systems ensures efficient invoice tracking, profile updating, and community connectivity. We handle forms and fund disbursement promptly, so you can focus on quality support.

FAQ

  • What is Plan Management?

    We become administrative allies so you can focus on living. Handling paperwork, payments, and records behind the scenes while you access supports minus hassles. Our goal? Simplifying systems through guidance so funding fuels flourishing. 

  • Is there a cost to me?

    None - the NDIS budgets for our coordination. We smooth transitions to clarity, then provide ongoing responsive support. So, you enjoy peace of mind and apply funding to overcoming life barriers versus bills.

  • How do I become Plan Managed?

    If planning or reviewing, simply request NDIS covers our coordination costs by including “Improved Life Choices” in budgets. Already have a plan? We can explore adding this or pursue other pathways to partnership. Starting is easier than it may appear – let’s connect!

  • What is covered in My plan?

    Your advisor will explore reasonable expenses for achieving your goals. But feel comfortable asking us questions anytime on using budgets for supports empowering you to pursue purpose.

  • How do I access or change my service provider?

    We easily onboard providers you request so you control services assisting your vision. And guidance identifying new providers when needs change is just a conversation away. Our team proactively ensures the right support mix so you can grow through new experiences.

  • What is covered in My plan?

    We explore reasonable supports directly empowering your disability needs and goals. But funding limitations happen, so feel comfortable inquiring. Clarity allows properly applying budgets to boost independence.

In the Know . . .  guides and tips

Lets Talk