NDIS Plan Management

Managing an NDIS plan shouldn't feel like a second job. At My Finance Coach, we take the paperwork, invoicing and budget-tracking off your plate - so you can spend less time on admin and more time focusing on your goals.

As your registered Plan Manager, we handle the financial side of your NDIS plan: paying your providers, keeping your budget on track, and ensuring everything remains compliant with NDIS guidelines. No jargon, no judgement - just clear, practical support from people who genuinely care about getting it right for you.

What is Plan Management?

Plan Management is one of three ways to manage the funding in your NDIS plan. When you choose a Plan Manager, you get the freedom to choose both registered and non-registered providers - without having to pay invoices yourself or claim them back through the NDIS portal.

We do the behind-the-scenes work: processing invoices, paying providers on your behalf, tracking your spending against your budget, and giving you clear visibility over your funds at any time.

Best of all, Plan Management is funded by the NDIS - so there's no cost to you.

How we help

  • Invoice processing and payments - we pay your providers promptly, so there are no awkward delays or chasing up payments

  • Budget tracking - see exactly how much funding you have left in each category, in plain English

  • Provider flexibility - work with registered and non-registered providers, giving you more choice and control

  • Monthly statements - regular, easy-to-understand summaries of your spending, sent straight to you

  • Support navigating your plan - questions about what your funding can and can't be used for? We're here to help you understand it, without the confusion

  • NDIS compliance - we make sure everything is claimed correctly and in line with NDIS requirements, so you have peace of mind

Don't worry, we can help!

Why choose My Finance Coach as your Plan Manager

We know how overwhelming the NDIS can feel - the terminology, the portals, the constant tracking of what's been spent and what's left. That's exactly why we're here.

We bring the same straightforward, judgement-free approach to Plan Management that we bring to everything we do: practical guidance, honest communication, and a genuine willingness to help you feel in control of your plan - not confused by it.

Whether you're new to the NDIS or looking to switch Plan Managers, we'll make the transition simple and support you every step of the way.

How it works

  • Get in touch - reach out for a no-obligation chat about your plan and how Plan Management works

  • We set you up - we'll handle the paperwork to add Plan Management to your NDIS plan, or transition you over from your current provider

  • Start using your funding - choose your providers, send us the invoices, and we take care of the rest

  • Stay in the loop - access clear, regular updates on your spending, whenever you need them

Don't worry, we can help!

STILL NOT SURE?

Frequently Asked Questions

Does Plan Management cost me anything?

No - Plan Management is fully funded by the NDIS and doesn't come out of your other supports.

Can I use non-registered providers?

Yes. One of the biggest benefits of Plan Management is the flexibility to use both NDIS-registered and non-registered providers.

Can I switch to My Finance Coach if I already have a Plan Manager?

Absolutely. We can help coordinate the switch so there's no disruption to your funding or your providers

How quickly are invoices paid?

We aim to process and pay invoices promptly, so your providers aren't left waiting and your services can continue without interruption.

Get in touch for a friendly, no-obligation chat about how Plan Management can work for you.