A plan manager you can refer to without worrying about it
Your reputation travels with every referral. We process invoices promptly, keep budget information accurate, and you reach our team directly rather than an automated queue.
- NDIS Registered Provider
- Australia-wide service
- Real people, not a call centre queue
- Invoices processed in 1–2 business days
What working with us looks like
Coordination work is hard enough without chasing a plan manager for basic information.
Referrals we act on
Send a referral and you get confirmation of what happens next from someone who owns it, not silence and a follow-up you have to chase.
Prompt, checked invoice processing
Valid, correctly submitted invoices are processed within 1–2 business days. Invoices are checked against NDIS pricing and the participant's budgets before claiming, so problems are caught early rather than after a provider complains.
Budget information you can rely on
Clear balances and transaction history, so your reporting and implementation work is based on the actual position of the plan.
Issues explained, not deflected
When an invoice can't be processed as submitted, we tell you and the provider what needs to change so it can be resolved once.
Professional depth behind the file
Our team includes people with nursing, accounting and legal backgrounds, which shows in how carefully documentation, budgets and compliance are handled.
Straightforward transitions
Whether a participant is new to plan management or moving from another provider, we manage the change and keep supports running.
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. Our team's professional backgrounds inform how carefully we manage your plan. Plan management does not include clinical, financial or legal advice.
- Refer a participant — what we need, and what you get back.
- NDIS invoice checker — sense-check a provider invoice before it reaches us.
- Support coordinator resource hub — tools, references and guides for invoices, budgets and handovers.
- Participant portal — what your participant can see and share.
- Who does what — plan manager and support coordinator responsibilities.
Referral pathway
Four steps, and only the first one is yours
From referral to active plan management, here is who does what.
- You do this
Send the referral
With the participant's consent, use the form below or call us.
- We do this
Contact and onboard
We speak with the participant or nominee, explain plan management and complete the service agreement.
- We do this
Notify and coordinate
We notify the NDIA of the change and coordinate with any previous plan manager.
- We do this
Confirm back to you
You hear from us once plan management is active, with exactly how to reach us about that participant.
The visibility you need to do your job
Implementation and reporting only work if the numbers are current. Here is how you get them without lodging a request and waiting.
Your participant can share their statements
Participants and nominees can see budget balances by support category, spending history and invoice status in their portal, and download a statement to share with you — with their consent, on their terms.
A team you can reach about the plan
You contact our team directly by phone or email and speak with someone who can look at the plan with you, rather than logging a ticket.
Invoice problems come with an explanation
If an invoice can't be processed as submitted, we tell you and the provider what needs to change, so it is resolved once rather than bouncing between people.
Reliable figures for plan reviews
Current balances and transaction history mean your implementation and review reporting reflects the actual position of the plan.
Refer a participant
Send us your details and the participant's situation, and we'll be in touch to confirm the next step. Please only share participant details where you have their consent.