with independent bookkeepers   

Plan Management Services   

Plan management service with professional bookkeepers

The National Disability Insurance Scheme (NDIS) has changed the way people with disabilities receive government support and funding. 

As an (NDIS) participant you have the choice and control over how your funds are managed.  You have three options available:  Agency, Self or Plan managed, or a combination of these. You choose how your funds are managed at your planning meeting with the NDIS.

Additional funds are allocated to your plan under "improve life choices". 

​We are an independent Plan Management Service, and additional services in assistance with budgeting, decision making and daily planning 

Our role is to make your Plan Management Services hassle-free so you can enjoy the benefits and leave all the financial paperwork to us!​

Why use a plan management service?

Plan Management Services is like Self Management. 

Except we do the work for you. 

  • We request payments on your behalf

  • We pay your service providers

  • We take care of the paperwork

  • We provide you with a monthly statement, and spending

Whilst still offering you the flexibility of choice of services  


A Plan Management Service gives another layer of assurance.  As professional bookkeepers we have the skills and experience to manage your budget.

We ensure your rights as a consumer are protected. 


A Plan Management Service is free to you! Additional funds are added to your budget  You retain  choice and control and we pay the bills. 

The processes for plan management service

Snap Shot of Process
We deliver the service you want, both sides who is involve in the each part of the process.  My picutre can do in here Plan Manage process in picture as attachem

Participants Process 
will need to register interest to get this process, give them my table of contents as a download, in brief emial can go here.

Our Service 
We deliver the service you want

You receive a personalised one on one service, based on your needs delivered by a professional bookkeeper.  We communicate with you in the way that best suits your needs and when it suits you

We will manage your (NDIS) funds in a transparent and consistent way, ensuring that all budget information is delivered to you in an understandable and easy to read format; ensuring your privacy is always protected.

Plan Management Process 
what i need plan then call email or phone me

Service Provider Process
Can download the process advise the name of participant and services they use. Provide list and at the end ask if interested in check or becoming registered?  its free, must tick yes or no ask about domains to get better stats (what I did in NEIS

Who are we?

We are a NDIS registered Plan Management Service

We do not deliver any direct disability support services

We are independent service provider

We are professional bookkeepers and registered BAS Agent

We are insured and hold professional industry membership

We hold industry qualifications and membership

We have 20 years experience in business , and have the skills 

 Our Plan Management Service have been designed to provide you with maximum flexibility 

Additional Services

Assistance with Budgeting

Assistance with Decision Making

Assistance with Daily Planning