SERVICES

NDIS Plan Management You Can Rely On

At PlanSmart Pro, we believe that NDIS participants deserve more than just financial administration — they deserve a partner who puts people first.

Our goal is to make your NDIS journey easier by managing your plan with care, accuracy, and respect. We understand the unique challenges that individuals and families face when dealing with funding and paperwork — and we’re here to help you every step of the way. With our experienced and inclusive team, you’ll have the confidence to focus on your goals, knowing your plan is in safe hands.

Let’s make your NDIS plan work smarter — not harder.

SERVICES

Our Plan Management Service

Fast & Secure Invoice Payments

We take care of processing invoices quickly and accurately, so your supports get paid on time — every time.

Monthly Budget Statements

You’ll receive clear and easy-to-read statements that show exactly how your funds are being used and how much is remaining
in each category.

Real-Time Support & Advice

Got questions about your plan? Need help understanding what’s claimable? Our friendly team is here to guide you,
not just manage your
finances.

Flexibility to Choose Providers

Unlike NDIA-managed plans, we allow you to use both NDIS-registered and non registered providers — so you have more choice and control.

Custom Approvals (You’re in Control)

You can choose to pre-approve invoices or let us manage them for you. The level of involvement is totally up to you.

NDIS Budget Monitoring

We help you stay on track and avoid overspending or underspending. You’ll receive alerts and support to adjust your usage if needed.

Easy Setup & Simple Transition

Whether you’re new to NDIS or switching from another plan manager, we’ll make the process simple and stress-free.

Who We Support

Participants of all
ages and abilities

Families and
Carers

Support coordinators seeking a
responsive plan manager for their clients

Participants from culturally and
linguistically diverse (CALD) backgrounds

NDIS Plan Management

Plan management services that contribute to the overall well-being of NDIS participants.
Preceding the plan with individuals!

We are here to make things easier. PlanSmart Pro is aware of the distinct obstacles that members of people with disabilities meet when attempting to manage their National Disability Insurance Scheme (NDIS) plans. Our committed staff is readily available to offer inclusive Plan Management NDIS services, guaranteeing that you can effortlessly navigate all aspects of your plan.

Financial Management

We manage the financial components of your Plan Management NDIS, which entails overseeing payment processing to service providers, expense monitoring, and efficient budget management.

Choice and Control

Our objective is to provide you with autonomy and power in determining which services and assistance you obtain. By collaborating closely with you to ascertain your preferences and needs, we guarantee that your plan precisely reflects those particulars.

Provider Collaboration

Our partnership with an extensive network of NDIS Plan Management providers offering you with a wide array of choices. In the realms of education, healthcare, and community support, we facilitate connections between you and dependable providers who are capable of fulfilling your unique requirements.

Plan Reviews and Updates

As NDIS plans are subject to change, we assist you in adjusting by performing routine evaluations. We ensure that any necessary updates or modifications are implemented in a seamless manner so as to better align with your goals.

Transparent Reporting

Maintain awareness of the financial status of your plan via open and honest reporting. We furnish comprehensive and precise statements to facilitate the monitoring of your expenditures and results.

Request Info