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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:
organise payments to your NDIS providers
help you to keep track of your NDIS funds and spending
take 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.
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.
We have developed a series of Plan Management online information sessions to maximise the benefit of your funding and get the most out of your plan. Throughout the series we will explain how Plan Management works, help you understand each category and break down your NDIS plan to help you get the most value.
"It was such hard work just trying to coordinate Cameron’s NDIS plan. To work out the financial side of things as well would just have been impossible for us.”
“When Jacqui and Boyd started Plan Management services with us, we realised they were not able to take full advantage of our services and needed some assistance to understand more about what was detailed in Boyd’s NDIS plan."
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