Plan Management Support Services

We take the hassle out of managing your NDIS funding by providing:
Budgeting and Planning: Assisting you with setting up a budget and managing your NDIS funds to ensure they are used effectively and efficiently.
Expense Tracking: Keeping track of all your expenses to ensure they are aligned with your NDIS plan and budget.
Payment Processing: Managing payments to service providers, ensuring timely and accurate payments for all services received.

Handling invoices can be overwhelming. Our team will:
Invoice Verification: Reviewing and verifying all invoices to ensure they are accurate and meet the requirements of your NDIS plan.
Payment Coordination: Coordinating payments to service providers, ensuring invoices are paid promptly and accurately.
Record Keeping: Maintaining detailed records of all invoices and payments for your reference and auditing purposes.

We provide transparent and detailed financial reporting to keep you informed:
Monthly Statements: Providing easy-to-understand monthly statements that summarize your NDIS spending and remaining budget.
Expense Reports: Generating detailed expense reports that break down your spending by category and service provider.
Budget Reviews: Conducting regular budget reviews to ensure your spending is on track and making adjustments as needed.

Navigating the NDIS system can be challenging. We offer:
Personalized Advice: Providing personalized advice and support to help you understand your NDIS plan and make informed decisions.
Plan Optimization: Helping you optimize your NDIS plan to ensure you are getting the most out of your funding and services.
Problem Resolution: Assisting with resolving any issues or discrepancies with service providers and NDIS payments.

We help you coordinate services to ensure seamless support:
Provider Liaison: Communicating with your service providers to coordinate services and payments.
Service Scheduling: Assisting with scheduling and managing appointments and services.
Support Team Collaboration: Collaborating with your support team to ensure all services are aligned with your NDIS plan and goals.

We ensure your NDIS plan remains relevant and effective:
Plan Review Preparation: Assisting with preparing for NDIS plan reviews, including gathering necessary documentation and reports.
Goal Setting and Tracking: Helping you set and track personal goals to ensure your NDIS plan supports your aspirations.
Plan Adjustments: Making necessary adjustments to your plan to accommodate changes in your needs and circumstances.