GENERAL QUESTIONS ABOUT PLAN MANAGEMENT
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▶ Plan management is a service that helps you manage your NDIS funding. We handle the financial side so you can focus on your goals.
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▶ We take care of invoices, payments, and tracking—so you get more flexibility without the paperwork.
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No, you don’t. If plan management is included in your NDIS plan, the cost is fully covered by the NDIS and does not affect your other funding categories.
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You can request plan management during your planning meeting or at your next plan review. Just let your planner or Local Area Coordinator (LAC) know—it’s your choice.
GETTING STARTED WITH oUR SERVICES
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Signing up is simple. Just complete our online sign-up form or get in touch with us directly. We'll guide you through the process and help you get started quickly.
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Once we receive your signed service agreement and NDIS details, we can usually start managing your plan within 1–2 business days.
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No, we’ll take care of the necessary updates once you’re onboarded. There’s nothing additional you need to do.
INVOICES, PAYMENTS & CLAIMS
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Invoices can be emailed directly to us, either by you or your provider.
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We aim to process and pay valid invoices within 3–5 business days, ensuring providers are paid promptly.
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Yes. One of the key benefits of plan management is that you can use both registered and unregistered providers, giving you greater flexibility.
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We send regular statements and updates so you know exactly where your funds are going. You’re also welcome to contact us any time for a breakdown or budget check.
CHANGING OR ENDING SERVICES
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Yes, absolutely. You have full choice and control over who manages your plan, and you can switch at any time.
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We’ll support you through the transition with professionalism and respect. Just provide notice as outlined in your service agreement.
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Not necessarily. If your new plan includes plan management and you’re happy to continue, your current agreement will usually roll over unless changes are required.
SUPPORT FOR PARTICIPANTS & CARERS
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Yes—we’re here to guide you. If you’re unsure about a support or purchase, we can help you check if it aligns with NDIS guidelines before you spend.
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Absolutely. We collaborate with support coordinators, therapists, and other providers to ensure your funding is managed smoothly and transparently.
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While we don’t make direct referrals, we can help you understand how to choose providers and make informed decisions based on your plan.
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We’re always happy to explain. Just reach out—we’ll walk you through it in plain language and answer any questions you have.
COMMUNICATION & CONTACT
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You can call us, email us, or use our website contact form. Whatever’s easiest for you—we’re here to help.
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Our team is available Monday to Friday, 9:00 AM to 5:00 PM (AWST). We aim to respond to all queries within one business day.
Please refer to our calendar for Public Holiday notices.
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Yes, of course. We’re happy to speak with you, a family member, carer, or support coordinator—whatever works best for you. Just let us know who we should contact, and we’ll communicate in the way that suits you best.