MAKE THE
MOST OUT OF YOUR PLAN
MAKE THE
MOST OUT OF YOUR PLAN
Plan For You is here to help you make the most out of your NDIS plan. Navigating the NDIS on your own can get confusing, we’re here to support you by taking the stress out of what can be a difficult and time-consuming process.
With a fully funded dedicated plan manager working for you, we ensure invoices are paid in a timely manner, have your NDIS out-of-pocket expenses reimbursed and provide you with precise up to date reporting to help better allocate your funds and spending.
OUR
VISION
To provide exceptional service and be the number one choice for participants when choosing a plan manager.
OUR
MISSION
To provide the best support and guidance to ensure our participants get the most out of their plans.
OUR
VALUES
Compassion
We provide caring and experienced plan managers, who are dedicated to help you in every aspect to ensure an easy process. We will go above and beyond to work to support you so you can get the most out of your plan.
Trust
You can trust that our team will be looking after your budget and tracking expenses correctly. We do this by having all the controls in place to ensure all invoices are paid within accordance of NDIS guidelines.
Support
We offer expert advise on how to navigate the NDIS and will always be there to help with your plan. With regular check in’s, we will ensure you are meeting your goals and maximising your plan. We will ensure prompt notifications, any time you are over or under spending.
Professionalism
With years of experience in customer service and finance, all our plan managers are registered with an accounting body. You can trust you are getting the right knowledge and skills to manage your funds.
WHY
CHOOSE US
Customer Service
Simple sign up process and tailored communication either in person, phone, email or via our website. Our team will take the time required to understand and look out for your individual needs. We pride ourselves on ensuring a quick response time to help put your mind at ease and to give you the confidence that a plan is in process.
Reporting & Transparency
With your personalised online portal you can easily track all invoices and payments, plus stay on top of your budget with our easy to use budgeting tools and app showing how your funds have been allocated. Choose the frequency in which you would like to receive your statements (Monthly/ Weekly).
Quick Turnaround
Have invoices paid within two business days. Easy approval process.
Expertise
Specialised in NDIS plan management. Qualified Accountants with over 25 years of experience.
WHY
PLAN MANAGERS
WHY PLAN MANAGERS
01
Save time and stress
We will work with you and your providers to ensure a smooth process from upload, right through to payment to providers. We will process all submitted invoice with the NDIS, within 1-2 business days. To ensure you spend less time approving reoccurring invoices, we can have authorisation arrangements in place. Less stress, means you can spend more time achieving your goals.
02
Choice and Freedom to choose
registered and unregistered providers
By using a plan manager, you have the choice to select the providers you want to work with and there is no need for them to be registered. We can help support you through this, as well as providing you with contacts from our partnered providers.
03
Maximise NDIS Plan using price guidelines
At Plan For You we will ensure the day to day administration is taken care of for you and ensure it is all in line with NDIS price guidelines. Once invoices are received, we will check these against pricing guidelines and ensure it is accurate. We will confirm service have taken place and then facilitate the upload to portal. Once approved, we will distribute funds to providers. By doing this, we can ensure your maximising you’re spending and have the right advice on the best way to use your funds.
04
No out of pocket expenses
Funding for your plan manager will be fully covered by the NDIS so you are not out of pocket. The funding of your plan manager will be added in addition to the other supports and services already included in your plan.
LET’S
TALK
LET’S TALK
Our team are here for you, 9am to 5pm Monday to Friday. (Melbourne time) Saturday and Sunday by appointment only. Get in touch your way.
Give us a call on 0400 571 974 to speak to our friendly team members.
Email us at info@planforyou.com.au or simply fill out the form below and we’ll get back to you as soon as possible.
Our team are here for you, 9am to 5pm Monday
to Friday. (Melbourne time) Saturday and Sunday
by appointment only. Get in touch your way.
Give us a call on 0400 571 974 to speak to our
friendly team members.
Email us at info@planforyou.com.au or simply fill
out the form below and we’ll get back to you as
soon as possible.
