Transition your
clients to NDSP
Supporting you every step of the way
At NDSP Plan Managers, we understand that stepping away from Plan Management is a significant decision. We’re here to make the process smooth and worry-free for both you and your clients. By choosing NDSP, you are partnering with a dedicated Plan Management provider with a proven history in plan management that understands the importance of trust, reliability and client satisfaction.
Want to learn more about transitioning your clients to NDSP Plan managers?
Give our friendly team a call on 1800 411 728 today!
Transition with Confidence
At NDSP we’re here to make transitioning your clients to a trusted plan manager as easy as possible. Our processes ensure your clients are supported every step of the way, while you are fairly compensated for your efforts.
Here’s how we do it:
1. Consultation
We begin with a consultation to understand your unique situation, your clients, and your goals for exiting the sector. This allows us to craft a tailored transition plan that aligns with your needs.
2. Planning
Working closely with you, we’ll develop a step-by-step plan to transition your clients smoothly and ensure their services continue without interruption.
3. Communication
Our experienced team will take care of communicating with your clients, introducing them to NDSP, and ensuring they feel confident and supported throughout the process.
4. Ongoing Support
Our team will provide continued support to both you and your clients, ensuring a smooth and successful handover.
Why Transition
with NDSP?
When exiting your Plan Management business, the most important consideration is the well-being of your clients. You want to ensure they are transferred into safe, reliable hands. With NDSP, you can trust that we will handle the transition process with the same level of care and professionalism that you’ve provided them throughout their NDIS journey.
Client-Centered Approach
Smooth and Efficient Process
Fair Compensation
Tailored Transition Plans
What to Expect
When you choose NDSP for your transition, you can expect a professional, efficient, and respectful process that puts your clients first. Our focus is on creating a smooth transition that ensures ongoing support for your clients, allowing you to exit the sector with confidence and peace of mind.
Clear Communication
Transparency
Continued Client Care
What our clients say
Let’s Discuss Your Transition
If you’re ready to take the next step towards exiting your Plan Management business, contact NDSP today through the below form or on 1800 411 728 to discuss your options. We’ll work with you to ensure a smooth and professional transition for both you and your clients.
Frequently Asked Questions
We customise our approach based on each client’s unique needs, ensuring a smooth and supportive experience.
The transition includes notifying clients, completing the necessary paperwork, and ensuring a smooth handover. We’ll handle most of the heavy lifting, working closely with you to ensure the process is hassle-free for your clients.
You receive a service fee for each successful client transition, ensuring fair compensation for your efforts without any hidden costs.
Yes, we recommend that you let your clients know about the upcoming change. NDSP will provide support and communication materials to help you inform your clients and make them feel at ease about the transition.
We provide comprehensive support, including admin and compliance assistance, communication templates, and a dedicated onboarding team to guide both you and your clients through the process.
Of course! While we ensure a smooth transition to NDSP, clients always have the freedom to select their preferred Plan Manager. Our aim is to provide continuity while respecting client choice.
We’ll help you navigate NDIS compliance and privacy requirements throughout the transition. You may still need to finalise some documents and communicate clearly with your clients, but we’re here to support you every step of the way.
The timeline is flexible and tailored to fit your needs and the readiness of your clients. We’ll work with you to establish a realistic schedule that prioritises client care and minimises disruption.
Our priority is to maintain service continuity, minimising any gaps during the handover. Your clients will continue receiving the high-quality plan management they’re used to, without interruption.
Absolutely! NDSP is known for its commitment to client support. Your clients will experience the same level of care, transparency, and service quality, delivered by our experienced team.
Reach out to our transition team. We’ll guide you through the initial steps, discuss compensation, and outline the process to ensure a successful handover for you and your clients.
How We Ensure NDIS Compliance Without Gatekeeping Your Funds
Gatekeeping of funds refers to when a provider, at times a plan manager, is stopping a participant from using their funds effectively.
How We Provide Consistent Support to Participants and Support Coordinators
Does dealing with your current Plan Manager feels like an endless loop of explaining yourself, or worse, not getting through to someone when you need it?
Why You Don’t Need Face-to-Face Plan Management
While you can access face-to-face NDIS plan management, you may not be getting the best care. Leverage an experienced, national team instead.
Your NDIS budget at your fingertips, in real-time, on any device!
Meet our Plan Management Portal
