Plan Management Services

Are you after a friendly, personalised service?
Do you want to choose service providers flexibly?
Do you want your payments to be processed quickly?
We can help!

A Plan Management Agency allows participants to enjoy the flexibility of self managing their plan without the administrative burden. Think of it as your own personal finance team - with an NDIS twist! At Manage It, you get your own, dedicated plan manager who looks after all your services, and you can contact them directly via phone, email or request a face to face meeting.

Keeping an eye on your funding with "Self Manager"

All our participants have access to our online record keeping and budgeting tool, Self Manager.
With Self Manager you get instant access to view the payments we have processed for you and the balances of your plan managed budgets.
You can even upload invoices and requests for reimbursements to Self Manager yourself and your dedicated plan manager will do the rest for you, making sure your providers are paid promptly.

Self Manager Budget Page

Self Manager Add a Payment Page








You can even use Self Manager to process payroll if you employ your own support workers and have employer obligations.
By using Self Manager to record your payments you automatically build your capacity in financial management.

If you already self manage your NDIS plan you can use your Core Supports funding to pay for a Self Manager subscription.

Financial Administration

Our Financial Administration service allows you to tell us what you need paid, such as bills and reimbursements. Simply log on to your dedicated
Self Manager account and upload a request. Your dedicated plan manager will take care of the rest, such as record keeping, claiming from the NDIS portal and processing the payment.

Plan Management and Capacity Building

Plan Management is a "Capacity Building" support in your NDIS plan. This means that you are expected to build your capacity in plan and financial management when this support is included in your plan. NDIS will fund you for Capacity building and training in addition to Financial Administration if this is expected.
Some of the things we can support you with through our capacity building services are:

  • Understanding what the funding in your plan can be spent on and what the different budgets mean
  • Educating you on how to engage different supports and how they should be paid
  • Understanding your obligations if you want to self-manage your plan in the future

Where To Start?

1. Select Get Started from the top, right hand side of this page
2. Enter a few details in the pop-up window, then attach a copy of your plan
3. A team member gets back to you with a service agreement based on the information you have provided
4. You get allocated a dedicated plan manager, who you can meet with or contact directly via email or phone
5. Your plan manager processes payments on your behalf and alerts you if something is wrong

Learn more about Plan Management on NDIS's website