How to Choose Your Perfect Plan Manager

Mar 11

Navigating the NDIS can feel like steering through a maze blindfolded, but when it comes to choosing a plan manager, you’re in the driver’s seat. You’ve got full freedom to pick who will help manage your supports. That said, with a sea full of companies waving their “pick me” signs, how do you sift through the noise to find the one that’s not just good but great for you?

What to keep an eye out for

The market’s buzzing with everyone all saying they’ve got what it takes to manage your plan. But here’s what really matters:

1. Trust is a Must: Your plan manager needs to be your budget buddy—transparent, reliable, and in it to win it with you. They should give you the lowdown on your funds without any smoke and mirrors.

2. Wisdom is Worth Its Weight in Gold: Your plan manager should be a walking NDIS encyclopedia. Your plan manager has the 411 on all things NDIS and is ready to dish out advice that’ll make every dollar of your funding stretch further.

3. Understanding, with a Capital ‘U’: They’ve got to be as passionate about your journey as you are, ready to bend over backward to get you where you need to go. Your plan manager should get you, your goals, and be all in to push the boundaries for your benefit.

Why a Plan Manager Is Beneficial

Managing NDIS funds solo? That’s practically a part-time job, clocking in at an insane 25 hours a week! A stellar plan manager takes the admin grind off our plate, ensuring your service providers are paid without a hitch and keeping your funds on track. They’re like financial wizards for your NDIS plan, ensuring you receive every benefit from your budget. They also make sure you’re not overpaying for services you need.

Ultimate Plan Manager Checklist

Feeling you’ve found a plan manager? Awesome! Here’s how to narrow down your search:

1. Customer Service: Look for an easy online sign-up and a team that’s ready to chat on the phone, genuinely wants to get to know you, and can clearly walk you through what they offer.

2. Payments and Budgeting: You want transparent invoicing, timely payments, and slick online tools to keep an eye on your providers to prevent overspending

3. Expert Know-How: You want your NDIS plan manager to be an expert with a solid background in both financial services and the disability sector.

Take It Slow

Remember, finding the right plan manager is like brewing the perfect cup of coffee – it shouldn’t be rushed. Taking your time to ponder what you really need will lead you to a plan manager who’s not just a service provider but a partner on your NDIS journey. This way, you can forge a relationship that’s not just productive but positively golden.