Plan management is a type of disability service funded through the National Disability Insurance Scheme (NDIS). The overarching function of plan management is to assist and support NDIS participants to manage their NDIS plan funding.
A plan manager can help you:
No cost. Plan management is a fully funded service covered within your NDIS plan. All costs of our services will be funded through your NDIS Plan.
Yes, absolutely. You can switch plan managers by making contact and making a few arrangements to end their service with you and find an alternate plan manager. You need to contact NDIA and inform them of your change of choice. You can research and decide on any new plan manager that suits your requirements.
Notify your current plan manager of your decision, agree on an end date, and we’ll handle the rest, ensuring a seamless transition. Notify and discuss your goals with our plan manager so that we may tailor a plan according to your needs. We are committed to making every step easy for you and helping you reach your goals with the choice of plan manager you make.
You receive monthly invoices detailing your spending and NDIS Funding allocations. It is one of your priorities to keep complete clarity and transparency as we help you reach your goals and give you a complete overview of your finances.
Your NDIS funding is forwarded to you/your services provider within 2-3 business days upon receipt from NDIS. You can even contact us if you have any confusion. We can provide you with the information you require concerning your NDIS funding.
Gain access to our portal to track your budget and other related details. Our dedicated plan manager also assists you in tracking your budget, checking your statements and expenditures, and determining how to utilize your funds. You can also review your budget daily so that you do not overspend and adjust your plan as you wish.
No, you have entire autonomy and control over your NDIS funds. Our role is to help you manage your NDIS fund and maximize its potential. You have complete control over your finances and can adjust as you wish. Choosing a plan manager gives you flexibility and support to avoid any confusion or difficulty.
Yes, plan management is our specialized service alongside other related disability services. We are skilled in tailoring your plan to help you reach your goals and give you complete ease.
Yes, our team have experience in delivery plan management. They have full knowledge of the difficulties and hardships individuals face daily. Their experience speaks for itself, as they are fully aware of the policies and funding arrangements involved in this process. Our Plan managers are professionally skilled in managing your finances, services, and budgeting.
Simply contact us online by filling out the online form, phone at 1300 860 080, or email us at admin@cbplans.com.au. We will be delighted to guide you through the process.
Upon contacting us, we’ll schedule a meeting to understand your needs and goals and explain how we will assist you. We gather your details, as well as your demands and needs, so that we may assist you in the best possible way. We create an account where you can check your budget and expenditures regularly.
Expect a prompt response within one business day to discuss your requirements further. You may receive a message or an email that we have received your enquiry form. The next step will be for your plan manager to contact you using your preferred method. A meeting is scheduled in which we discuss your goals and budget, make a decision, and later provide you with a tailored plan to your need.
Yes, we operate Nationwide. If you are from any part of Australia, please feel free to contact us. We will be happy to have you on board.
We answer most queries within one business day. For urgent needs, please call us at 1300 860 080.
