What is NDIS Plan Management?

Plan management is almost similar to online bookkeeping or a bit like getting an accountant to help you with your taxes. Only it’s fully funded by the NDIS. You keep complete control over your budgets, but we take care of your invoices and give you expert support to better manage your funds and spending.

Our commitment

  • Ensure accuracy of invoices and process payments for services.
  • Develop a monthly statement keeping your budget on track.
  • Develop a forecast keeping track of your support spending so that providers don’t exhaust the funding over the period.
  • Maintain detailed records in case of audit.
  • More choice for you.
  • Flexibility to buy supports from non-NDIS registered providers.

How does it work?

When you go for your planning meeting or review, you need to request for Improved Life Choices to be added to your plan. If you need assistance, please and we will assist you through the process.

There are four primary ways under the NDIS that you can choose to manage your NDIS funds. You can choose one of the below methods or a combination of them.


Agency Managed NDIS Funds

Participant, or their nominee, choose the National Disability Insurance Agency (NDIA) to manage their plan. NDIA will arrange contractual arrangements with service providers and pay them directly, but participant can only use NDIS registered service providers.


Self-Managing your NDIS Funds

Participant, or their nominee, manage the financial side of the plan themselves, including contractual agreements with service provider, payment of supports and claiming of the supports on the NDIS portal (which requires a MyGov account). Participant can use any service provider like Help & I and is not restricted to NDIS registered providers.


Plan Managed NDIS Funds

Participant, or their nominee, choose a registered plan management provider.

Registered NDIS Plan Managers can organise provision of services through registered and unregistered service providers for participants. Plan managers organise the claiming of payments to service providers from the NDIA, payments to service providers and monthly statements that are sent to Participant’s or their nominee.



Combination of 1,2,3 NDIS Funds

If this option is chosen, different sections of a Participant’s NDIS Plan can be managed as Agency Managed, Self-Managed or Plan Managed.

Whoever is managing a specific section of a Participant’s NDIS Plan will manage all parts of that section.

Why Choose Plan Managed?

Plan Management is a great option that gives participants the freedom and flexibility for Choice and Control that self-management provides, without the hassle of administrative duties.

Choice – over the services they purchase, who provides them, and how much they pay. Control – over when and how those services are delivered.

Participants have the flexibility to buy support from non-NDIS registered providers like local community members or organizations and Therapists who have chosen not to register.

Plan management undertakes the day-to-day administration that comes with an NDIS plan, receiving invoices from providers, checking them for accuracy against the participant’s plan, confirming that services are delivered, claiming monies from the NDIS, making payments to providers and sending clients a monthly statement.

What sets us apart?

Unbiased advise

Develop a relationship with an accountant who gives you a high level of service and genuinely unbiased advice on NDIS Plans and budgets so you can make smart and right decisions.

Trusted advisor

Work with a team of specialists who have extensive technical experience and are highly skilled in the latest digital

Personalised services

We offer personalised services and are available to come to you, should you require advise or have queries.

Fast payments and long-term support

We process payments for services on time and we are by your side to support you for the duration of your plan.

Outcome Focused

We plan, monitor, evaluate and communicate the results of our work to you on a timely manner. 

How much does it cost?

If your NDIS Plan includes a support area named “Improved Life Choices,” the NDIA has funded you to access Plan Management/Financial Administration services.

There is no cost to you when you have ‘Plan Management’ or ‘Improved Life Choices’ included in your plan.

We charge a setup fee and ongoing monthly fees, which are paid through the provision in your NDIS plan. This money doesn’t reduce any of your other funding categories.

Start your journey with Help & I today.

The dedicated and caring Help & I Plan Management team is available 9 am – 5 pm AEDT Monday to Friday to answer your call at 1800 325 009. Alternatively, complete the following inquiry form and we’ll be in touch shortly.