About IDEAL NDIS Plan Management

We value Independence, Dedication, Empathy, Authenticity, and Leadership, making us your IDEAL plan manager. 

IDEAL Plan Management is a division of Nexia Canberra Chartered Accountants: focusing only on plan management allows us to focus our efforts where we excel, and offer you completely independent and unbiased services and advice.

We have been involved with the NDIS from the beginning of its trial and advised organisations and individuals on strategies to respond to the changes brought by the scheme. IDEAL Plan Management has a team of skilled and qualified accountants working for you to help you make the most of your NDIS funds. 

Our service is available to you for free, your NDIS plan simply needs the add-on budget for 'Improved Life Choices'.

If you haven't had your planning meeting yet or want to change existing arrangements so that you can also take advantage of our services, make sure you ask for Plan Management at your planning or review meeting with the NDIA or your Local Area Coordinator. 

How Plan Management Works

  1. You access supports
  2. Your providers send us your invoices.
  3. We claim the amount payable from the NDIS.
  4. We process payments to the providers on your behalf.

If you are required to pay for anything upfront, simply provide us with the receipts and we will reimburse you directly.
We will also send you monthly statements to help you track your plan spending.

 

NDIS Provider Number: 4050 009 702.

Meet the team

Shivani

Michelle

Chris

Eathar

Sarah

Testimonials

IDEAL Plan Management looking after the boys’ plans means I can stop worry about receipts and invoices and concentrate on their therapy and having some quality of life. I really appreciate you taking the time to chat and answering all of my questions. I do not think that I will be looking back from here on out, and it will be nice to have someone helping me to ensure that the boys are getting the most out of their plans. I recommend IDEAL Plan Management to other parents because I have been really impressed with our chat and your transparency.

– Maxine & Geoffrey, Representatives

Thank you so much for your help with our son’s plan last year. Your services have helped us keep on top of his plan throughout the year and your help whenever I have questions, the answers are concise and timely. Great service, IDEAL!

– Lisa & Chris, Representatives 

IDEAL is part of a Chartered Accounting firm and, as someone with an accounting background myself, that inspires a lot of confidence in me that my plan is being looked after by people who are truly competent in understanding legislation and dealing with financial matters. IDEAL Plan Management is also consistent in response times and always gets back to me within 2 days as promised.

– Amanda, Representative

IDEAL is really transparent, providing weekly budget updates which no one else does. It makes my job as a Support Coordinator much easier, and it’s always easy to get in touch.

– George, Support Coordinator

IDEAL Plan Management communicates well, responding within 2 days, which helps me keep track of our clients' spending and underspending, and it helps us to work in a timely manner. Plan activation and invoice processing are also very quick.

– Sean, Support Coordinator

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