NDIS Registered Provider · Australia-wide
NDIS plan management with professional depth.
Nursing, accounting and legal experience behind a plan management team you can actually reach.
Planning Plus
Example Budget vs Actual Report
Example shown with sample data
Budget Summary
Plan overview
PACE
Spent
$31,200.00
26%
- Budget
- $120,000.00
- Spent
- $31,200.00
- Remaining
- $88,800.00
- Days Left
- 214
Core supports
- Budget
- $84,000.00
- Spend
- $24,000.00
- Remaining
- $60,000.00
Capital supports
- Budget
- $6,000.00
- Spend
- $0.00
- Remaining
- $6,000.00
Capacity building supports
- Budget
- $30,000.00
- Spend
- $7,200.00
- Remaining
- $22,800.00
- Professional depthNursing, accounting and legal backgrounds
- Direct contactYou reach our team, not an automated queue
- Invoice standardInvoices processed in 1–2 business days
Already with another plan manager? You can switch, and we handle it.
- NDIS Registered Provider
- Australia-wide service
- Real people, not a call centre queue
- Invoices processed in 1–2 business days
What brings you here today?
Choose the option that fits your situation and we'll take you straight to the right next step.
I'm switching plan managers
Communication has gone quiet, invoices are slow, or you can't see where your funding sits.
Help me switchI'm new to plan management
Plan management is in your plan, or you've just been approved, and you want it explained plainly.
Get startedI'm a support coordinator
You need a plan manager who answers the phone, processes invoices reliably and escalates properly.
Refer a participant
A plan manager with professional depth behind it
Forward Planning Plus provides registered NDIS plan management backed by a team with registered nursing, accounting and legal backgrounds — combining responsive human service, careful financial oversight and clear visibility over your funding.
Our team's professional backgrounds inform how carefully we manage your plan. Plan management does not include clinical, financial or legal advice.
Registered nurses
Team members with clinical and disability experience, so the supports in your plan are understood in real-world terms rather than treated as line items.
Accountants
Financial literacy applied to your funding: accurate processing, careful reconciliation and budget oversight you can actually follow.
Solicitors
A strong grounding in documentation, process and governance, which shapes how carefully we handle records, consent and compliance.
If getting an answer from your plan manager is harder than managing your plan, something is wrong
This is what people tell us they are leaving behind, and what we commit to instead. No claims about any other provider — just what we will stand behind.
Professional systems and a portal you can actually use, run by a team small enough to take responsibility for your plan.
Calling a queue and starting your story again from scratch
You reach our team directly by phone or email, and you deal with people who already know your plan.
Finding out an invoice was rejected from the provider, not the plan manager
We tell you and the provider what is holding an invoice up and what needs to change, in plain English.
Waiting on a report to find out what is left in your budget
Your secure portal shows budget balances, spending history and invoice status whenever you want to look.
Being handled by an automated process that nobody owns
We take ownership of the enquiry and follow it through, rather than redirecting you back into a system.
Guessing whether your invoices are moving at all
Valid, correctly submitted invoices are processed within 1–2 business days.
Real people. Professional oversight. Followed through.
We are a smaller Australian team, and that is deliberate. Accountability is built into how we operate: named work, followed through, with a service standard we publish and hold ourselves to.
You reach our team directly
Participants, nominees, support coordinators and providers can contact us by phone or email and speak with our team — not an automated queue.
We take ownership of the enquiry
If something needs sorting out, we follow it through to a resolution and keep you informed along the way.
Explained in plain English
When an invoice needs correcting, or something in your plan needs clarifying, we tell you what it means and what happens next.
A service standard we hold ourselves to
Valid, correctly submitted invoices are processed within 1–2 business days.
Clear standards. No vague promises.
We focus on what we can consistently deliver: professional oversight, direct access to our team, clear funding visibility, and valid, correctly submitted invoices processed within 1–2 business days.
How it works
Your plan at a glance
This is the full reporting picture: your portal reports each support category's budget against actual spending, the processing status of every invoice we receive, and statements you can download whenever you need them — for a plan review, a Support Coordinator, or your own records.
- Budget balances by support categorySee what each part of your plan holds and what is left, without asking anyone for a report first.
- Spending historyEvery transaction against your plan, so you can check what was claimed, when, and by which provider.
- Invoice visibility and statusSee the invoices we have received and where each one is up to, rather than hearing about a problem from your provider.
- Statements you can downloadDownload a statement to keep, to take to a plan review, or to share with a nominee or support coordinator.
- Works on your phoneAccess it in your phone's browser — there is nothing to install and no separate app to keep updated.
Portal access is set up once your plan management is active with us. Illustrations on this page show the kind of information available to you — they are not a live account.
Get startedPlanning Plus
Example Budget vs Actual Report
Example shown with sample data
Page 1 of 2 — sample export
Budget Summary
Managed Plan Overview
Plan overview
PACE
Spent
$31,200.00
26%
- Budget
- $120,000.00
- Spent
- $31,200.00
- Remaining
- $88,800.00
- Days Left
- 214
Support Purpose
Core supports
- Budget
- $84,000.00
- Spend
- $24,000.00
- Remaining
- $60,000.00
Capital supports
- Budget
- $6,000.00
- Spend
- $0.00
- Remaining
- $6,000.00
Capacity building supports
- Budget
- $30,000.00
- Spend
- $7,200.00
- Remaining
- $22,800.00
- Total Budget
- $120,000.00
- Spend to Date
- $31,200.00
- Left to Spend
- $88,800.00
- % spend
- 26.00%
Providers
- Sample Support Services
- $18,720.00 · 60.00%
- Example Therapy Group
- $6,240.00 · 20.00%
- Sample Community Care
- $4,680.00 · 15.00%
- Plan management
- $1,560.00 · 5.00%
Page 2 — support categories
Core supports
$84,000.00Spend
$24,000.00Remaining
$60,000.00
| No. | Support Category | Budget | Spend to Date | Left to Spend | % Spent |
|---|---|---|---|---|---|
| 1 | Assistance with Daily Life | $30,000.00 | $9,000.00 | $21,000.00 | 30.00% |
| 2 | Transport | $4,000.00 | $1,200.00 | $2,800.00 | 30.00% |
| 3 | Consumables | $2,000.00 | $0.00 | $2,000.00 | 0.00% |
| 4 | Assistance with Social, Economic and Community Participation | $48,000.00 | $13,800.00 | $34,200.00 | 28.75% |
| Total | $84,000.00 | $24,000.00 | $60,000.00 | 28.57% | |
Capital supports
$0.00Spend
$0.00Remaining
$0.00
| No. | Support Category | Budget | Spend to Date | Left to Spend | % Spent |
|---|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.00% | |
Capacity building supports
$30,000.00Spend
$7,200.00Remaining
$22,800.00
| No. | Support Category | Budget | Spend to Date | Left to Spend | % Spent |
|---|---|---|---|---|---|
| 9 | Increased Social and Community Participation | $12,000.00 | $2,400.00 | $9,600.00 | 20.00% |
| 10 | Finding and Keeping a Job | $6,000.00 | $0.00 | $6,000.00 | 0.00% |
| 14 | Choice and Control | $3,000.00 | $1,200.00 | $1,800.00 | 40.00% |
| 15 | Improved Daily Living Skills | $9,000.00 | $3,600.00 | $5,400.00 | 40.00% |
| Total | $30,000.00 | $7,200.00 | $22,800.00 | 24.00% | |
What we can verify
Rather than publish reviews we cannot evidence, here is proof you can check.
NDIS Registered Provider
Forward Planning Plus Pty Ltd — ABN 92 657 517 701, NDIA provider number 4050161030.
Multidisciplinary team
Our team includes people with registered nursing, accounting and legal backgrounds.
Published service standard
Valid, correctly submitted invoices are processed within 1–2 business days. Processing is the step we control. Final payment timing can also depend on NDIA processing and whether we need to clarify details with a provider.
Secure budget visibility
A secure participant portal so you can see your funding and spending.
Australia-wide service
We support participants across Australia, with a Queensland base.
Our team's professional backgrounds inform how carefully we manage your plan. Plan management does not include clinical, financial or legal advice.
Switching is easier than you think
You do not need NDIA approval to change plan managers, and you do not need a reason. It is your choice as a participant, and you can do it at any point in your plan.
- 1
Register with Forward Planning Plus
A short form with the details we genuinely need. If you'd rather talk it through first, call us instead.
- 2
We guide you through the transition
We complete the service agreement with you, notify the NDIA of the change and coordinate with your current plan manager where needed.
- 3
Your plan management continues
Your supports keep running. Once the change is in place, invoices come to us and your portal access is set up.
Timeframes for the NDIA to record a change of plan manager are outside our control, so we keep you updated rather than promising a fixed date.
What should you expect from a good NDIS plan manager?
Use these criteria on us, and on anyone else you are comparing. Written answers are more useful than reassurance.
Responsiveness
Can you reach a person who knows your plan, and do you get a reply when you leave a message?
Invoice processing
Ask for the service standard in writing. Ours is: valid, correctly submitted invoices are processed within 1–2 business days.
Budget visibility
Can you see your balances and transactions yourself, or do you have to ask and wait for a report?
Explanation when something stalls
When an invoice can't be processed as submitted, are you told why and what needs to change?
Provider choice
Plan-managed participants can use registered and unregistered providers where the NDIS permits it. Your plan manager should support that, not restrict it.
Registration and governance
Check the provider is an ndis registered provider and that privacy, complaints and service agreement information is easy to find.
Switching support
A good plan manager makes leaving as easy as joining. Look for a clear transition process, not pressure.
Fee clarity
Plan management is funded by the NDIA in your plan — it does not come out of your support budgets and there is no cost to you.
We have turned these into a scored checklist you can take to any provider: how to choose an NDIS plan manager.
Questions people ask before choosing us
Talk to our team, or get started now
Tell us where you're at. We'll explain the next step clearly and leave the decision with you.