Anyone on the NDIS with a good plan manager?

January 24, 2024 Joseph Baldwin

We see this question a lot in online discussions – as a plan manager, let me tell you EXACTLY what makes a good plan manager…

For those who might be unfamiliar, a plan manager, like Benevolent Plan Management, is a professional who assists NDIS participants by managing their NDIS funds.

Responsibilities include processing invoices, overseeing budget allocation, and providing financial reports.

Acting as a middle-man, plan managers facilitate smooth interactions between participants, service providers, and the National Disability Insurance Agency (NDIA).

With that all said, there are a LOT of plan managers out there, so which one is right for you..?

Firstly, you need to understand your goal of connecting with a plan manager…

What are you hoping to get out of the service?

For example, are you hoping to be signed up to a confusing portal and an app where you can track your budget only after learning how to use ANOTHER piece of software?

(to our surprise, some plan managers out there offer this)

OR…

Are you hoping to have a finance professional understand your unique needs, know your complex story, and guide you through your NDIS funds on a personal level?

If you would rather the second option, then a small, local, family run plan manager, like Benevolent Plan Management, would be a perfect fit for you.

We don’t believe in setting you up on another portal or making you use another app – that just adds to the confusion and becomes a nuisance..

… Instead, we keep you updated personally with how your budget and spending is tracking.

We take pride in our personal client approach and believe that’s the way plan management should be.

As we have such a personal connection with our clients, we like to keep our client numbers low…

So call or email now to not miss out on being a part of Benevolent Plan Management.