Plan Management
Financial assistance to monitor your expenditures and optimise your NDIS funding.
Play your cards right with expert plan management.
At My Guardian, we manage NDIS funding by accurately allocating budgets and monitoring expenses per service agreements. We ensure claims align with your plan, provide access to our management portal, and facilitate connections to various service providers while adhering to NDIS price limits for transparency and support.
Why get Plan Management?
Spending visibility
You’ll have access to the My Guardian Online Portal. Log in anytime, anywhere, to gain full visibility of your NDIS funds and effectively track your spending.
Team of experts
We’re not just accountants or bookkeepers; we are NDIS experts! We understand the ins and outs of the NDIS and are here to provide the support you need.
Speedy payments
We can pay your providers within 2 to 3 business days, which is quicker than the industry standard of 5 days, ensuring timely support and services for you.
Keeping you on track
We will send monthly statements so you can clearly see where your funds are being spent, helping you stay informed about your financial situation and planning.
No to over-utilisation
Our regular financial updates will help ensure you stay within budget and avoid any overspending, giving you peace of mind as you manage your finances!
Managing your funds
We will receive invoices on your behalf, verify them, claim funds from the NDIA, and pay your providers, allowing you to concentrate on your goals.
How to get Plan Management
Request Plan Management
During your NDIS planning meeting, request plan management services to be
included in your plan.
Discuss options
Your planner or Local Area Coordinator (LAC) will discuss available options and help you choose a suitable plan management provider.
Developing your care plan
We will assist you in managing your NDIS funding, handling paperwork,
and paying your service providers.
Plan Management what to expect
Comprehensive support services
NDIS plan management offers flexibility in managing funding and supports. A dedicated plan manager assists with payments, budget tracking, and record maintenance, empowering you to focus on personal goals and maximising benefits.
Expert support and advice
Plan managers provide strategic advice on fund allocation, ensuring your budget lasts and is used effectively. Their expertise allows you to focus on personal growth while exploring services that align with your goals.
Files to take with you
Learn more
NDIS Price Limits
Price limits are the maximum prices that registered providers can charge NDIS participants for specific supports.
Get Plan Management Funding
You can request Plan Management funding from your NDIS Planner or during your plan reassessment.
Stay Updated
We have a collection of Plan Management articles to keep you updated about the latest news from the NDIS.
FAQ’s - Plan Management
How do I request plan management in my NDIS plan?
To request plan management, inform your NDIA planner or Local Area Coordinator (LAC) during your planning meeting. They will discuss your needs and how plan management can assist you. If agreed, your plan will include funding for plan management services. You can then choose a plan manager to help manage your NDIS funds effectively. Click here to learn more.
What are the responsibilities of a plan manager?
A plan manager is responsible for handling the financial aspects of your NDIS plan. This includes processing invoices, making payments to service providers, and providing you with regular financial statements. They help you manage your budget and ensure that your NDIS funds are spent in accordance with your plan. Additionally, plan managers offer guidance on financial management and help you understand your spending. Click here to learn more.
What should I expect from the plan management process?
With plan management, you can expect timely processing of payments and invoices, accurate financial reporting, and support in developing your budgeting skills. Plan managers ensure that all financial transactions are handled efficiently and that you stay informed about your budget and spending. They also provide regular updates and help you navigate any financial issues that arise, ensuring your NDIS funds are used effectively and appropriately.
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Get Support!
Whether you’re ready to start experiencing quality care or just want to learn more about our services, our friendly support team is here to help. Send us a message by filling in the form, or call us anytime on.
