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.
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 $77.00 per hour which can be claimed from your NDIS funding.
For more information and bookings – click here!
Why choose P2P as your Financial Plan Manager?
- P2P manages your plan to make your life easier.
- Our team acts as the middle man between participants, providers and the NDIS to help ensure smooth payments for your supports.
- P2P Plan management provides participants with resources to make informed choices on the supports they see most reasonable and necessary to meet their goals.
- Many of our plan managers have a family member with an NDIS plan and understand how important it is to have a friendly, approachable person to help you with your NDIS journey.
- P2P is a not-for-profit organisation with all funds directed towards supporting our advocacy and project work. By choosing P2P you are choosing to support people with disabilities and their families.
What can a Plan Manager do and not do?
Plan Managers Can:
- Process invoices from any service provider (not just NDIA registered service providers) for all plan managed funding
- Check that invoices meet NDIA requirements and help your provider to invoice correctly
- Keep you informed of your budget balances and the support that has been claimed.
Plan Managers Cannot:
- Provide financial advice or tell you what can or cannot be claimed
- Check the accuracy of invoices in terms of the service provided, for example, the number of hours a service was used for
- Complete a budget for you.
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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