Plan Management

Take control of your NDIS funding—without the admin burden! Our Plan Management service ensures your invoices, payments, and budget tracking are handled efficiently, so you can focus on what truly matters.
100% Free

The NDIS covers all costs of plan management services.

Effortless Financial Management

We handle invoices, payments, and budget tracking.

Freedom of Choice

Access both registered and non-registered providers.

Why Choose Us?

At Care For Welfare, we don’t just manage your NDIS plan—we empower you to make the most of it! Our expert team provides seamless financial management, real-time insights, and dedicated support to keep your plan running smoothly.
Instant set up to get you started without any delays
Fast payments with invoices processed and paid within 2-3 business days
Clear & Transparent Reporting – Get real-time budget updates anytime
Dedicated Support Team – Our friendly experts are just a call away whenever you need help.
24/7 access to our mobile app and web portal for fast approvals
More Choice, More Control – Use any provider you choose, whether registered or non-registered.

Plan Management – How We Do It

At Care For Welfare, our process is simple and seamless. From onboarding to ongoing management, we ensure your NDIS funds are handled with accuracy and transparency. Here’s how we do it:
Getting Started (Onboarding)

We set up your account and explain how plan management works.

Setting Up Your
Budget
We organize and track your NDIS funding for better financial clarity.
Managing
Invoices
Your providers send invoices to us, and we ensure timely payments.
Tracking Your
Spending
Stay updated with real-time budget insights and reports.
Reporting and
Audits
We provide clear financial reports that meet NDIS guidelines.
Plan Reviews and
Renewals

We help you adjust your plan as needed for continued support.

Exiting Our
Services
If you decide to transition, we ensure a smooth and hassle-free handover.
This process ensures you have full control over your supports while we take care of all the financial management, so you can focus on achieving your goals stress-free!

Provider Invoice Guidelines

To ensure prompt payment, please include the following details on your invoices:

Email all invoices to:

Plan management – FAQ’s

Got questions about Plan Management? Here are some of the most common questions we receive. Click on any question to expand the answer!

Plan Management is a funding option in the NDIS that allows participants to have a plan manager handle their invoices, payments, and budget tracking. It gives you greater choice and flexibility while removing the administrative burden.

  • More Choice: Use both NDIS-registered and non-registered providers.
  • Less Admin Work: We handle payments, invoices, and financial tracking.
  • No Cost to You: Covered by the NDIS at no extra charge.
  • Monthly Budget Reports: Stay informed with clear spending insights.

You can request Plan Management during your NDIS planning meeting or at your plan review. If you need help, our team can guide you through the process.

Yes! You can switch anytime by contacting your NDIS planner or local area coordinator (LAC). We’ll assist you in making a smooth transition.

No, you remain in full control. You choose your providers and services—your plan manager simply takes care of the financial side.

Look for a plan manager who:

  • Understands your needs and provides personalized support
  • Is transparent and responsive with reporting
  • Offers flexible communication options (email, phone, online portal)

Yes! Your plan manager provides financial reports, tracks your spending, and assists with plan reviews by ensuring you have the right budget information.

No, your plan manager does not make spending decisions—you do. We simply ensure your funds are used according to NDIS guidelines and process payments on your behalf.

Yes! Plan Management gives you the flexibility to choose both registered and non- registered providers, allowing you to access the best support for your needs.

Your plan manager will monitor your budget and notify you if funds are running low.

You’ll receive monthly spending reports and can check your budget anytime via our online portal.

  • Your provider sends us an invoice
  • We review it to ensure it aligns with your plan
  • Payment is processed quickly through the NDIS portal
  • We ensure everything is accurate and on time!

We value your feedback! Contact us via email or phone, or use the anonymous complaints form included in your welcome pack.

Yes! You can switch plan managers anytime by providing written notice. We’ll ensure a smooth transition and finalize outstanding payments before transferring your plan.

We’ll help adjust your budget, update service bookings, and ensure a seamless transition to your new plan.

We take privacy seriously. Your information is securely stored and protected in compliance with NDIS data security standards.

We’re here to help—contact us anytime!|

Testimonial

Important links

Resource Description Link
NDIS Official Website Provides comprehensive information about the NDIS, eligibility, and participant support. Visit NDIS Website
NDIS MyPlace Portal For participants to manage their NDIS plan, view budgets, and access service bookings. Visit MyPlace Portal
NDIS Price Guide & Support Catalogue Detailed information on the current price guide for supports and services. View Price Guide
NDIS Plan Management Guide A resource on how plan management works and its benefits. View Plan Management Guide
NDIS Appeals & Complaints Information on how to make a complaint or provide feedback to the NDIS. File a Complaint or Feedback
NDIS Participant Booklets These booklets help participants understand, implement, and review their NDIS plan. View Participant Booklets
Find an NDIS Provider A tool to search for NDIS-registered providers near you. Find a Provider
NDIS Quality and Safeguards Commission Ensuring the quality of NDIS services and safeguarding participants' rights. Visit NDIS Commission
Brevity CRM Portal Access Access the Care For Welfare portal to view your budget, spending, and invoices. Access Brevity CRM Portal

Client’s Portal – Manage Your NDIS Plan Anytime, Anywhere

Our secure online portal gives you 24/7 access to your NDIS plan details, invoices, and spending reports. Easily track your budget, check payment statuses, and stay in control of your funding—all in one place.
View your budget & spending in real-time
Track invoices & payments with ease
Download reports for NDIS reviews
Stay informed & in control of your plan
Log in anytime to track your budget, invoices, and spending!

NDIS Service Provider Finder

Looking for the right NDIS provider? Use the official NDIS Provider Finder Tool to search for registered providers in your area. This tool helps you find services that match your needs, including therapists, support workers, and more.

How It Works: