Still chasing your plan manager?
You shouldn't have to make three calls to find out what is happening with one invoice. You do not need a reason, NDIA approval or your current plan manager's permission to change — and switching does not have to be difficult.
- No NDIA approval needed
- No reason required
- Your supports keep running
- NDIS Registered Provider
- Australia-wide service
- Real people, not a call centre queue
- Invoices processed in 1–2 business days
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.
Can I change my NDIS plan manager?
Yes. Choosing your plan manager is your decision as a participant. You do not need NDIA approval, you do not need your current plan manager's permission, and you do not need to give a reason. You can change at any point during your plan, not only at a plan review.
Will anything stop while I change?
No. Your funding, your plan and your providers stay exactly as they are — only who processes the invoices changes. Your providers keep delivering supports and simply send invoices to us instead. Any invoices your previous plan manager already holds remain theirs to process, and we follow those up with providers so nothing quietly stalls.
Do I have to tell my current plan manager?
You can, but you don't have to do it yourself. Once you register with us we notify the NDIA of the change and coordinate the handover. You are welcome to tell them directly if you'd prefer.
Not sure yet? Signs it may be time to leave your plan manager walks through the symptoms and what to try first, and how to choose your next plan manager gives you a neutral checklist to apply to any provider — including us. For the full process, see the step-by-step switching guide.
The reasons people give us for switching
None of these are unreasonable expectations. They are the basics of plan management.
- Emails and calls go unanswered, or you get a different person every time.
- Providers tell you invoices haven't been processed and you find out from them.
- You can't see your budgets without asking for a report.
- You're told an invoice was rejected but not why.
- Statements are hard to follow and don't match what you expected.
- You feel managed as a file rather than known as a person.
What changes with us: valid, correctly submitted invoices are processed within 1–2 business days, budgets you can check yourself in your portal, and named people who know your plan. Why Forward Planning Plus is different.
What switching actually involves
Two short steps sit with you. The rest sits with us.
- You do thisA few minutes
Send us your details
Your name, contact details and NDIS number if you have it handy. You do not need your plan documents in front of you, and you do not need to contact your current plan manager first.
- We do thisWe come back to you
We call you back and confirm the fit
A real person talks it through with you, answers your questions and confirms plan management is funded in your plan. If we are not the right fit, we will say so.
- You do thisOne signature
Sign the service agreement
We prepare it and walk you through it. A nominee or family member can do this with you.
- We do thisHandled for you
We notify the NDIA and coordinate the handover
You do not lodge anything with the NDIA yourself. We contact your previous plan manager where needed and check for invoices still sitting with them.
- We do thisOngoing
Your providers invoice us, and your portal opens
Your supports never stop. valid, correctly submitted invoices are processed within 1–2 business days, and you can check your balances yourself instead of asking for a report.
The steps we control move quickly. How long the NDIA takes to record a change of plan manager is outside our control, so we keep you updated rather than promising a fixed date. 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.
The switching pathway
After you switch, you can see it for yourself
Most people switch because they could not see what was happening. Once your plan management is active with us, you don't have to ask.
- 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.
Start my switch
Planning 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.
Start your switch
A few details is all we need to begin. A member of our team will contact you to confirm the next step and answer anything you're unsure about — no obligation to proceed.
Request a call about switching
Tell us how to reach you and we'll call to talk through how switching works and what it would mean for your plan. Nothing changes until you sign a service agreement with us.
What happens after you submit this form
- You get an on-screen confirmation, so you know it arrived.
- A member of our team contacts you by phone or email to talk it through and answer your questions. Nothing is locked in at this point.
- If you decide to go ahead, we send the service agreement and then notify the NDIA of the change and coordinate the handover.
- We confirm back to you once your plan management is active with us and your portal access is set up.
You can stop at any point, and submitting the form does not change anything with your current plan manager until you have agreed to proceed.