Plan Development and Budget Management

We ensure that all NDIS funding is allocated in accordance with each participant’s plan. Plan managers track budgets, monitor progress against objectives and determine if additional funds are required.

We also provide assistance with budgeting and financial management, helping participants manage their funds efficiently and effectively. This includes guidance on setting up payment plans, tracking expenditure, understanding fees, and ensuring all claims are lodged correctly.

Financial Security and Bookkeeping

As plan managers, we are responsible for the participants’ financial security throughout their NDIS journey. We ensure that all payments are made on time, invoices are approved and lodged correctly, and any discrepancies or disputes with the NDIS system are addressed quickly.

We also offer bookkeeping options to help participants keep track of their finances in a clear and concise way. We understand how important it is for participants to get the most out of their NDIS plan and we strive to make sure that they do just that - by providing them with expert advice, guidance and support regarding their financial management needs.

Plan Review and Fund Allocation

Our dedicated team of plan managers offers comprehensive guidance to help you optimise your funding. We go beyond just managing your plan; we provide expert advice on the most effective utilisation of your resources. We conduct thorough reviews of your existing services and develop insightful recommendations for enhancements or necessary adjustments. Count on us to empower you with the knowledge and support you need to make informed decisions and achieve your financial goals under the NDIS scheme.


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    We are committed to ensuring NDIS participants have better access to effective plan management so they feel more empowered to take charge of their well-being and finances.

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