NDIS Plan Management

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

What is NDIS Plan Management? 

As a registered plan management provider, Windermere will help take the stress out of managing your finances and the day to day administration of your NDIS plan.

Your dedicated Plan Manager will support you and provide security. They are also known as a Financial Intermediary.

What does an NDIS plan manager do?

Windermere will allocate you a dedicated Plan Manager as an easy point of contact to help you work toward achieving your goals. 

In line with the NDIS plan management guidelines, your Plan Manager will work with you to:

• organise payments to your NDIS providers
• help you to keep track of your NDIS funds and spending
• take care of NDIS financial reporting requirements
• 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

With a dedicated Plan Manager, you can be confident knowing your invoices will be paid on time. You will also have 24-hour access to your NDIS plan budget using 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 a Plan Manager.

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. 

Join our NDIS Plan Management services

If you have questions or would prefer to ask for more information, 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.