At PlanSmart Pro, we simplify the financial side of your NDIS plan — so you can focus on achieving your goals. Our experienced team ensures your funding is managed efficiently, invoices are paid on time, and your budget stays on track. Whether you’re new to the NDIS or looking for better support, we offer clarity, confidence, and flexibility — every step of the way.
Fast, accurate payment of your NDIS provider invoices
Simple monthly statements so you always know where you stand
Friendly support to help you understand and make the
most of your plan
Use both registered and
non-registered providers
Plan management is fully
funded by the NDIS
Fast, accurate payment of your NDIS provider invoices
Simple monthly statements so you always know where you stand
Friendly support to help you understand and make the
most of your plan
Use both registered and
non-registered providers
Plan management is fully
funded by the NDIS
Fast, accurate payment of your NDIS provider invoices
Simple monthly statements so you always know where you stand
Friendly support to help you understand and make the
most of your plan
Use both registered and
non-registered providers
Plan management is fully
funded by the NDIS
NDIS Plan Management Made Simple, Flexible, and Reliable
Our team is committed to providing personalised, efficient, and transparent plan management support to NDIS participants across Australia. We help you take control of your funding, reduce admin stress, and get the most out of your plan.
Get in touch with
our friendly team
We’ll explain how plan management
works and guide you through the setup
You enjoy the freedom and confidence of
having your plan managed with care
Already have a plan manager? Switching to PlanSmart Pro is simple — we’ll handle everything for you.
We specialise in managing NDIS budgets — it’s all we do, and we do it well
Every participant is different. We offer personalised support based on your needs and goals.
Our team genuinely cares. We’re here to listen, guide, and make the NDIS easier to navigate.
From invoice processing to budget tracking and ongoing advice — we handle it all for you.
Wherever you are in Australia, our support is just a phone call or email away.
We pride ourselves on clarity, reliability, and fast response times — no surprises, ever.
We specialise in managing NDIS budgets — it’s all we do, and we do it well.
Every participant is different. We offer personalised support based on your needs and goals.
Wherever you are in Australia, our support is just a phone call or email away.
We pride ourselves on clarity, reliability, and fast response times — no surprises, ever.
Welcome to PlanSmart Pro.
As someone who has worked closely with NDIS participants and their families, I understand how overwhelming it can feel to navigate funding, paperwork, and provider payments — all while trying to focus on what really matters: achieving your goals and living a meaningful life.
I started PlanSmart Pro with one clear purpose — to take the pressure off individuals and families by offering reliable, transparent, and person-centred plan management. Our team is here to guide you with clarity, respect, and genuine care.
We don’t just manage budgets — we build relationships, offer guidance, and help you make the most of your NDIS journey.
Thank you for considering us as your plan management partner. We’re excited to support you every step of the way.
Yes! If your plan doesn’t yet include funding for Plan Management (called ‘Improved Life Choices’), you can request a light plan review with the NDIA. We can guide you through this — it’s a simple process.
No. Plan management only affects who manages your NDIS budget. You keep the same support workers, therapists, or coordinators — we just take care of the finances.
In most cases, the NDIS does not allow payment to informal supports (like close family), but there are exceptions. We can help you understand the guidelines and how to request approval if needed.
If you make a mistake or something doesn’t look right, just let us know immediately. We’ll pause the payment, follow up with the provider, and help you resolve it fairly.
Absolutely. We support clients Australia-wide through phone, email, and digital tools — no matter where you live.
You can choose! Some participants want to approve each invoice, while others prefer automatic payments. We’ll tailor it to your comfort level.
Support coordinators help you connect with services and understand your plan. Plan managers (like us) focus on funding, payments, and budgeting. We often work closely together to give you the best support.
Yes! We provide regular updates, custom reports, and alerts if anything looks off. We want you to avoid overspending or underspending.
Yes — you don’t have to wait for a new plan. Switching is simple, and we’ll handle everything from your current provider.
We currently offer [email updates / online dashboard / downloadable reports]* to help you stay informed. A mobile app is also in development.
Tailored bookkeeping and virtual CFO support
PlanSmart Pro is dedicated to helping businesses achieve growth through expert financial services and operational efficiency. Our experienced team works closely with clients to streamline processes, ensure compliance, and unlock their full potential.
At PlanSmart Pro, we support NDIS providers and businesses across various sectors with bookkeeping, financial reporting, and compliance, helping them stay focused on growth and delivering quality services.
We specialise in managing NDIS participant plans, ensuring funding is effectively allocated,
Stay on top of your finances with our accurate bookkeeping and bank reconciliation services.
Gain a clear picture of your business performance with our detailed monthly reports.
Gain a clear picture of your business performance with our detailed monthly reports.
Our experienced team is dedicated to providing professional, reliable, and tailored services to small and medium businesses across Australia. With a deep understanding of NDIS requirements and business operations, we are here to simplify your workload, improve your efficiency, and help you achieve success.
At PlanSmart Solutions, we take the stress out of managing finances and admin work. Whether you’re an NDIS participant, provider, or business owner, we help with plan management, bookkeeping, accounting, and everyday admin tasks; so you can focus on what matters most.
At PlanSmart Pro, we take the stress out of managing finances and admin work. Whether you’re an NDIS participant, provider, or business owner, we help with plan management, bookkeeping, accounting, and everyday admin tasks; so you can focus on what matters most.
We make managing your NDIS funds easy, our team ensures your invoices are paid on time, helps you understand your budget, and keeps everything compliant with NDIS guidelines; giving you peace of mind and more time for the things you love.
Running a business comes with a lot of responsibilities, and we’re here to lighten the load. From financial tracking to general admin and compliance, we help keep things organized, so you can focus on growing your business without the headaches.
At PlanSmart Pro, we simplify the financial side of your NDIS plan — so you can focus on achieving your goals.
