Our NDIS plan management service: invoices, budgets, portal
No more 'has this been processed?' calls — once you're active, you can see where every invoice is.
Invoice processing
1–2 business days to process valid invoices*
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.
What we do for you
- We manage the NDIS admin. Invoices, provider billing and claims.
- You stay in control. You choose the supports and providers.
- Plain-English answers. We explain a stall and the next step.
How plan management works
- 1Your provider invoices us.
- 2We check it and claim.
- 3You see what's left.
Who's behind your plan
Sheila · Onboarding specialist, BNurs. Simon · CPA & Solicitor; Erik · CPA.
Our team's professional backgrounds inform how carefully we manage your plan. Plan management does not include clinical, financial or legal advice.
See your budget
Balances, spending and what is still processing.
Example only
Opens in your phone's browser — nothing to install
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.
Reviews from the people we work with
“Transferred to Forward Planning Plus after feeling like another number with a big company. Now I get the personal touch I need in an much more acceptable timeframe. These guys care. I highly recommend them.”
Plan management questions
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. Terms