Raise consumer awareness through knowledge sharing

IDEAL Plan Management is operated by Chartered Accountants, meaning we specialise in the field of providing financial management services to NDIS participants. We maintain high operational standards, including accurate record-keeping and attention to industry changes to ensure clients have easy access to timely and accurate advice and information. As chartered Accountants, we are well-equipped to advise participants appropriately amidst the technically complex landscape of financial administration.

Peter was particularly grateful for IDEAL Plan Management’s high standards of document management and storage, which are the same level as required of Chartered Accountants, when he needed to find information about services provided to his son throughout the plan period of 12 months. Saving him from sifting through hundreds of emails from different providers, we promptly sent Peter all invoices processed, as well as statements we had sent out to him. He was able to find the information he needed quickly and in one place.