NDIS plan manager / financial intermediary services

Our NDIS Plan Management services are here to support you and make keeping track of your NDIS finances easier, safer and more effective.

What is an NDIS plan manager? 

Under NDIS Plan Management, your Plan Manager will help take the stress out of managing your finances and the day to day administration of your NDIS plan.

Your NDIS Plan Manager provides you with support and security and is also known as a Financial Intermediary.

Your NDIS plan management provider will:

• organises payments to your NDIS providers
• helps you to keep track of your NDIS funds and spending
• takes care of NDIS financial reporting requirements.

Windermere’s NDIS Plan Management services:

• support you to get the most out of your NDIS plan
• take away your worries about financial administration
• ensure your providers are paid correctly and on time
• allocate you a Finance and Consumer Service Officer as an easy point of contact if you have any questions.

With our Plan Management service, you can be confident knowing your invoices will be paid on time. You will also have 24-hour access to your NDIS plan budget via your personal dashboard, ensuring you know where and how your money is being spent.

NDIS Plan Management costs

If Plan Management is already included in your NDIS plan, then there is no cost to you when you use NDIS Plan Management services.

Make sure you specifically ask for Plan Management (or Financial Intermediary) to be included in your NDIS plan at your planning meeting.

What other options are available to manage my NDIS Plan finances?

NDIS Plan Management (Financial Intermediary) is just one way to manage the finances in your NDIS plan. You are in control and can choose from a range of different ways to manage the financial aspects of your NDIS plan.

These are:

• NDIA (Agency) Managed Plans
• Self-Managed Plans
• A combination of the above, including NDIS Plan Management.

Plan Management is a popular option for a lot of people as it offers more flexibility and choice, making managing your funds easy and less time-consuming. 

Find out more about your NDIS fund management options here. https://www.windermere.org.au/services/ndis/managing-your-ndis-funds

Join our NDIS Plan Management services

Getting started and signing up for our Plan Management services is really easy.

Simply fill in the form below or chat to our helpful team 1300 946 337, to find out more.

Windermere is an NDIS registered plan manager in Melbourne’s south-east suburbs. We can provide all of your Plan Management needs.

To get your NDIS Plan Management services started or to find out more, contact our helpful team for more information on 1300 946 337 or use the online enquiry form below.