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.

    I'm already with a plan manager

    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

    1. Your provider invoices us.
    2. We check it and claim.
    3. You 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.

    or call Sheila →

    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.

    Request a call back →

    Make your NDIS budget last

    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.”

    S.M., Brisbane — ParticipantWritten feedback

    Plan management questions

    We check invoices against NDIS pricing and the budget still left.

    Yes. We handle billing questions with them.

    Yes. We explain categories and what's left.

    Download a statement to keep, to take to a plan review, or to share with a nominee or support coordinator.

    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