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Your plan

This page is about plan management.

Plan management helps with the money in your NDIS plan.

What a plan manager can do

• pay invoices for your supports
• help you see how much money is left
• help with money paperwork.

You still choose your supports and providers.

You stay in charge.

Three ways to manage NDIS money

1. You can do it yourself. This is called self-managed.
2. A plan manager can help. This is called plan-managed.
3. The NDIS can manage it. This is called agency-managed.

Cost

If plan management is in your NDIS plan, it does not use money from your support budget.

Ask the NDIS if you would like plan management included in your plan.

Talk to Planique

Call 1300 880 976.

You can ask a family member, friend, carer or support person to help you.

You can choose

You can choose your plan manager.

You can choose to change to Planique at any time.

Tell your current plan manager

Tell your current plan manager that you are changing.

We can help you write or send the message.

Your consent

We will ask for your consent before we talk with your current plan manager or help with NDIS steps.

We will explain what is happening in simple words.

Time

When we have your consent and the details we need, we aim to set up your Planique account within 2 business days.

The whole change can take longer. It can depend on NDIS steps and your current plan manager.

Working together

We will work with you, your providers and your current plan manager to reduce problems during the change.

Some invoices can take time to move across. We will tell you what is happening.

You are still in charge

You are still in charge of your supports.

We are here to help with the money side of your plan.

Tell us

You can ask questions.

You can tell us if something is wrong.

You can ask someone you trust to help you contact us.