Plan Management
(Financial Intermediary)

When your first NDIS plan is developed, you’ll meet your NDIA planner to discuss your current services and support, and figure out what your goals are for the future. Your plan will be built based on your goals and the services and support you require.

Once it’s established, you’ll need allocate someone (or more than one person) to manage your funding for supports. Basically, the NDIS is the money you get for all the different types of supports that are listed in your plan, and those supports are going to need to be paid at different times. You need to decide who’s going to manage your fund to pay the bills as they come in. The three options are: 1) NDIA can do it for you 2) You can choose someone, like your Mum & Dad or other family members – this is called self management. 3) You can get a professional, registered plan manager to do it.

Get Started

Complete our online application form and we’ll be in touch shortly.

Apply now