Financial Plan Management

What is Financial Plan Management?

Financial Plan Management is when a provider helps you to manage the funding in your NDIS Plan

A Plan Manager processes your NDIS invoices and reimbursements on your behalf. They also help increase the flexibility of your plan by allowing you to access providers who are not registered with the NDIS.

Funding for Plan Management is paid by the NDIS on top of your funding. You can ask for it at your NDIS planning meeting.

A P2P Plan Manager explaining an NDIS plan to a participant.
Man with a disability interviewing a person with an NDIS t-shirt

How does Financial Plan Management work?

NDIS service providers send invoices to P2P to be submitted directly to the NDIA on your behalf. Having a plan manager takes the stress out of arranging payments for the supports and services you use.

Your plan manager will check your invoices and provide you with funding statements to help you keep track of your spending.

P2P is an established NDIS registered Plan Manager. Our Plan Management staff have a range of bookkeeping, accounting, business and customer service qualifications. Many of our friendly staff have a lived experience with disabilities. We will work with you to help you make the most of your plan.

Skills building for NDIS participants

The P2P Plan Management team offer personalised 1 on 1 sessions with participants and their nominees to help build skills in the NDIS world.

The session can cover topics including

   * Understanding your NDIS plan

   * Finding and working with providers

   * Budgeting tools and tips

   * Home and Living Options

Sessions need to be booked in advance and cost just $74.63 per hour which can be claimed from your NDIS funding. 

For more information and bookings – click here!

ladies holding up a sign

Why choose P2P as your Financial Plan Manager?

What can a Plan Manager do and not do?

Plan Managers Can:

Plan Managers Cannot:

Plan Management Resources

Looking for more information about plan management, the NDIS, or working as a provider? Click on the images below.

Are you a provider? All invoices for NDIS claims can be sent to ndisfinance@p2pqld.org.au

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Call us today on 1800 777 723 to enquire about P2P’s Plan Management services.