How to Get the Most from Your Plan Manager

How to Get the Most from Your Plan Manager?

Understanding your Plan Manager’s importance can help ensure you get maximum value from Your NDIS plan. It is easy to let your plan management slip, especially if you are managing things by yourself. However, with a Plan manager, you are assured of getting the services you need on time, and everything is managed the right way. Here’s how to get the most from your Plan Manager.

What or Who is an NDIS Plan Manager

An NDIS Plan Manager is an organisation or individual that manages the funding and service delivery for NDIS participants. Plan Managers can be NDIS registered providers, Local Area Coordinators (LACs), or other support coordinators.

Plan managers play an essential role in the lives of NDIS participants by helping them connect with individuals who provide the services and support they need to live their best lives. A good Plan Manager will work with the participant in their care, and their families, to develop a convenient workable plan that meets their unique needs and goals.

If you are an NDIS participant, working with a Plan Manager can help you get the most out of your NDIS plan. Here are a few tips:

  • Communicate your needs and goals clearly to your Plan Manager. Be as specific as possible about what you need and why you need it
  • Work collaboratively with your Plan Manager to develop your NDIS plan. It is your plan, so make sure you are satisfied with it.
  • Keep track of how Plan managers are using your funding. It will help you stay on top of your budget and get value for money.
  • Be proactive in finding services and support that meet your needs.

What Does an NDIS Plan Manager Do?

A Plan Manager oversees the day-to-day administration and implementation of the NDIS program. They are also responsible for providing support to members and their families.

NDIS Plan Managers have a wide range of duties but share the same goals. There are three key roles that a Plan Manager can play:

Advocates: Advising people with disabilities on their options and responsibilities under the NDIS. This can include helping them understand their eligibility, what services they may be entitled to, applying for financial support, and other issues that affect their lives.

Coordinators: Supporting people as they apply for support or manage their participation in the NDIS. This includes coordinating meetings with service providers, assisting with information requests, and communicating with staff at home and work.

Representatives: Representing people who need help accessing services through the NDIS. This may involve negotiating contracts with service providers on their behalf, supporting them in completing forms or submitting funding applications.

If you’re working with a Plan Manager, ask lots of questions and stay involved in the process. The more you know about your finances, the better equipped you’ll be to make intelligent choices that will help you reach your goals.

How to Find a Plan Manager

When you’re ready to start looking for a Plan Manager, there are some things to keep in mind. First, you’ll want to find someone experienced and knowledgeable about the Medicare system. This person will be responsible for understanding how Medicare works and can help you navigate the system.

Finding a Plan Manager that suits your personality and needs is essential. You’ll be working closely with this person, so it’s vital for you to feel comfortable communicating with them. Be sure to ask questions and get to know them before deciding.

Once you’ve found a few potential Plan Managers, take some time to compare their services and fees. Be sure to understand what Plan Managers include in their services and what isn’t. Make sure you’re getting the best value for your money.

How to Choose a Plan Manager

There are many different types of Plan Managers, so choosing one that will fit your specific needs is essential. Here are a few things to keep in mind when selecting a Plan Manager:

  • First, figure out what type of plans you need help with. Do you need someone to keep track of your finances, or do you need someone to help you with investments and other aspects of financial planning?
  • Next, consider what services you want from your Plan manager. Some Plan Managers provide basic tracking and reporting, while others offer more comprehensive services such as investment advice and estate planning.
  • Finally, make sure to compare fees before making a decision. Plan Managers typically charge either a flat fee or a percentage of assets under management, so be sure to find one that sets a fee structure that you’re comfortable with.

Tips on How to Get the Most from Your NDIS Plan Manager

Your Plan Manager is the key to your success. They will work with you to ensure you get the most out of the NDIS. Here are a few tips on how to get the most from your Plan Manager:

  1. Keep your Plan Manager updated on any changes in your life or health so as to adjust your coverage accordingly.
  2. Use online tools and resources to help you make the best decisions for your health and coverage.
  3. Stay in touch with your Plan Manager to stay on track with your health and coverage goals.
  4. Find a Plan Manager who understands your needs and is passionate about helping people like you.
  5. Speak with them regularly and ask questions as they arise.
  6. Don’t be afraid to challenge their advice, especially regarding financial planning – they can help you make decisions that will benefit you in the long term, not just the short.
  7. Be realistic about what you can afford, but still be flexible enough to meet any unexpected costs or changes in circumstances that may arise during your lifetime.

Plan Managers can provide input on the best way to schedule for your current needs and ensure you get the right support to enable you to live the best life. As an NDIS participant getting the right Plan Manager can make a big difference in how you live.

If you wish to learn more about your NDIS plan, contact us at 1800 63 63 77.


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NDSP is a NDIS registered provider, specialising in Plan Management. We are here to manage your NDIS funds on your behalf. Our experienced staff are highly skilled and ready to help you!

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