Plan Management

Our Plan Management services make it easy for NDIS participants and their carers to manage their funding and stay on top of their budgets. Our user-friendly platform provides secure portal access, where you can view your live plan budget, approve invoices, and track your spending in real-time. With our monthly activity statement, you’ll have a clear overview of your finances, ensuring full transparency and control over your NDIS plan. We’re here to help you navigate the process with ease, offering expert support and peace of mind every step of the way.

With our Plan Management services, you can focus on achieving your goals while we handle the administrative tasks, ensuring a seamless and stress-free experience.

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Portal Access:

Our secure online platform gives you and your carers easy access to your live plan budget, allowing you to monitor spending in real-time, approve invoices, and keep track of your finances.

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Invoice Management:

We handle the processing and payment of invoices from your service providers, ensuring they’re paid on time and that your plan budget is accurately updated.

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Monthly Activity Statement:

We provide a detailed monthly statement to help you review your spending, track your budget usage, and ensure you're staying within your allocated funds.

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Support with Budgeting:

We help you manage your plan budget efficiently, offering advice and guidance to make sure your funding is being used effectively and in line with your goals.

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Liaison with Service Providers:

We work closely with your service providers to ensure smooth communication and resolution of any issues related to your funding and services.

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Expert Advice:

Our experienced team is available to provide expert advice and assistance, helping you navigate the complexities of the NDIS and make the most of your plan.​