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.
3 Business Day Invoice Payments
2 Business Day Enquiry Resolution
1 Business Day Plan Activation
Our client portal makes it easy for Participants, Representatives and Support Coordinators to view their budget information. Enjoy 24/7 access from any device.
Why choose Plan Management?
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:
Using our client portal, you have access to the information you want, when you want it. You can use our portal to:
Our portal has a login for both Participants and Support Coordinators, creating an easy place to get the information you need.
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.
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.
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: