Keep up to date with the latest news from the InFocus team as well as updates on the NDIS and disability.
What To Look For In a Plan Manager
What To Look For In a Plan Manager
8 October 2024

When selecting an NDIS (National Disability Insurance Scheme) Plan Manager, it’s important to choose someone who understands your specific needs and can effectively manage your funds. Here are key things to consider:

  1. Experience and Expertise
  • NDIS Knowledge: The plan manager should have a strong understanding of how the NDIS works and how to manage funds in line with NDIS guidelines.
  • Experience with Similar Needs: Look for a plan manager who has experience managing plans for participants with similar disabilities or needs.

  1. Communication and Support
  • Clear Communication: They should explain the plan, processes, and updates in simple terms, ensuring you understand your budget and any changes.
  • Accessibility: The manager should be easy to reach, whether by phone, email, or in person. Timely communication is essential.

  1. Transparency
  • Budget Tracking: They should provide regular updates on how your NDIS funds are being used, including detailed breakdowns.
  • Fee Structure: Make sure their fees are clear and transparent. Plan management fees are funded by the NDIS, but it’s good to understand what you are paying for.

  1. Flexibility
  • Customised Services: The Plan Manager should be willing to tailor their services to your specific situation, especially if you have unique care needs related to your disability.
  • Provider Choice: Ensure they allow you to choose your preferred service providers.

  1. Reputation
  • References and Reviews: Ask for recommendations or check reviews online. A good Plan Manager will have a reputation for being reliable and supportive.
  • NDIS Portal Access: Ensure they have experience using the NDIS portal to make claims and manage funding efficiently.

  1. Timeliness
  • Prompt Payments: The Plan Manager should process invoices quickly and ensure service providers are paid on time.
  • Meeting Deadlines: They should help you stay on track with NDIS reviews, assessments, and plan renewals.


Selecting the right NDIS Plan Manager can make a significant difference in how smoothly your plan runs and how well it supports yours needs or the needs of your loved one.


Further Information


Get further information on InFocus plan management or call us on 1800 928 437 for a chat, we’ll be happy to help.

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What To Look For In a Plan Manager
What To Look For In a Plan Manager
8 October 2024

When selecting an NDIS (National Disability Insurance Scheme) Plan Manager, it’s important to choose someone who understands your specific needs and can effectively manage your funds. Here are key things to consider.

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