We are Independent, Dedicated, Efficient and Always Listening to YOU. And that makes us your IDEAL plan manager.
IDEAL Plan Management is a division of Nexia Canberra Chartered Accountants. 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 NDIS. IDEAL Plan Management is a team of skilled and qualified accountants working for you and delivering our promise to be your IDEAL plan manager.
Our NDIS Provider Number is: 4050 009 702.
We would like to hear how you would like your NDIS plan managed, please email or call us!
Our service is available to you for free, if your NDIS plan already includes Plan Management, which is called "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, just make sure you ask for Plan Management at your planning or review meeting with the NDIA or your Local Area Coordinator. We will walk you through the process.
How Plan Management Works
1. You access services and your providers send us your invoices.
2. We claim from the NDIS and pay the providers on your behalf.
3. If you are required to pay for anything upfront, simply provide us with the receipts and we will reimburse you directly.
4. We send you monthly statements to help you track your plan spending.