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Your trusted NDIS advisor

Independent Plan Management services

We are your IDEAL team of dedicated plan managers. Focusing only on one thing has allowed us to focus our efforts where we excel, high-quality NDIS plan management. You can expect completely independent and unbiased services and advice from our friendly and knowledgeable team.

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.

At IDEAL Plan Management, we will help you make the most of your NDIS funds by sharing valuable knowledge in an accessible way.

 

Why choose Plan Management?

  1. You have maximum flexibility with how you spend your NDIS budgets — you can use any provider for reasonable and necessary supports, even if they are not NDIS registered.
  2. We genuinely care about providing you and your support network with Trusted Advice in formats that are accessible and inclusive. We understand that the NDIS is becoming increasingly complicated, so we offer to share our knowledge to champion your independence.

How do we support you?

We do more than just process invoices. We are passionate about sharing our knowledge and going the extra mile. Here are just a few of the ways we can support you:

  1. Extended opening hours – we are open from 8.30 am to 7.00 pm
  2. Experienced and knowledgeable Plan Managers answering your calls and enquiries
  3. Multilingual – We offer the option for Participants to speak with us in their preferred language. Our team of Plan Managers are proficient in the following languages (Mandarin, Cantonese, Vietnamese, Thai, Korean, Indonesian, Bengali, and Urdu) – we can also support Participants in other languages using an interpreter service.
  4. Tools to help you track your spending including:
Client Portal

Using our client portal, you have access to the information you want, when you want it. You can use our portal to:

  • Check the status of invoices that are currently being processed
  • View your payment history
  • Request and view funding reports

Our portal has a login for both Participants and Support Coordinators, creating an easy place to get the information you need.

Weekly and Monthly Statements

We provide weekly and monthly statements so you can keep track of your remaining funding.

Our monthly statements are comprehensive and will outline all the invoices we have claimed this month on your behalf and provide a breakdown of the remaining funding.

Our weekly notifications provide an overview of the funding in your budgets as of the day it was sent.

Email and SMS Invoice Notification

If you want to be notified when we receive an invoice to be claimed from your NDIS funds, we offer options for email notifications via our client portal and SMS text notifications.

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Our values

At IDEAL, we aim to be the first choice Plan Manager. We strongly believe in the importance of the work we do, and we strive to live out our core values every day.

Our friendly and knowledgeable Plan Managers embody the following values:

  1. We are knowledge leaders
  2. We genuinely care
  3. We are fiercely independent
  4. We are inclusive and accessible
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