Managing your NDIS funding doesn’t have to be complicated or stressful. NDIS Plan Management is a support option designed to take the administrative and financial burden off your shoulders, so you can focus on your goals and daily life.
When you choose plan management, a qualified provider like Loyalty Plan Management works with you to manage the financial side of your NDIS plan. This includes handling budgets, processing invoices, collaborating with providers, and providing clear reports on how your funding is being spent.
Our role is to give you confidence and control, without the paperwork hassle, so you can make informed decisions about your supports with clarity and peace of mind.
Plan management is designed for participants who want professional support with their NDIS funding, without giving up choice or control. It offers a balanced approach removing the administrative burden while keeping you fully informed and involved in how your plan is used.
With a plan manager in place, the financial side of your NDIS plan becomes simpler, clearer, and far less time-consuming. You gain structure and support, without losing flexibility or independence.
With a plan manager, you can:
Receive clear, easy-to-read updates that show how your budget is being used, what remains available, and how your funds are allocated.
By outsourcing the financial management of your plan, you free up time and energy to focus on your goals, supports, and daily life.
Invoices are reviewed, processed, and paid on your behalf, removing the pressure of chasing paperwork or worrying about delays.
Plan management allows you to work with both registered and non-registered providers, giving you greater flexibility and choice in your supports.
Plan management offers a balance between professional support and participant choice, without the full administrative responsibility of self-management.
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If plan management is included in your NDIS plan, you are free to choose your preferred plan manager at any time.
If it’s not currently included, you can request plan management funding during a planning meeting, plan review, or by contacting the NDIS directly.
Once you’re set up, we’ll take care of the rest so you can focus on your goals and supports.
An NDIS plan manager supports participants by managing budgets, processing invoices, paying providers, and ensuring spending aligns with NDIS guidelines.
NDIS plan management is a support funded within your NDIS plan that helps manage the financial and administrative side of your supports. A plan manager takes care of tasks such as processing invoices, paying providers, tracking your budget, and ensuring everything complies with NDIS guidelines while keeping you informed and in control.
Once plan management is included in your NDIS plan, your plan manager works alongside you, your support coordinator (if you have one), and your providers. Providers send invoices directly to the plan manager, who reviews and pays them on your behalf. You receive clear updates on your spending and remaining funds, without needing to manage the paperwork yourself.
There is no cost to you as an NDIS participant.
Plan management fees are paid separately by the NDIS and do not reduce the funding available for your supports, as long as plan management is included in your plan.
Yes. To use a plan manager, your NDIS plan must include funding for plan management. If it is not currently included, you can request it during your plan meeting, plan review, or by contacting the NDIS directly.
You can request plan management at any time by contacting the NDIS or discussing it with your Local Area Coordinator (LAC) or support coordinator. Simply let them know you would like a plan manager to support you, and they can help update your plan.
Yes. You are free to change plan managers at any time. If you decide to switch to Loyalty Plan Management, we can help guide you through the process and make the transition as smooth as possible.
Not at all.
You remain in control of your choices, supports, and providers. A plan manager handles the administration and payments, but all decisions about how your funding is used remain yours.
Absolutely.
With your consent, families and carers can be involved in communication, budgeting discussions, and general support to help manage your NDIS plan effectively.
Plan managers ensure invoices align with NDIS pricing arrangements, service categories, and plan budgets. Accurate record-keeping and reporting help ensure your funding is used appropriately and remains audit-ready.
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