About Us

Plan Boss – The Name That Simplifies Your NDIS Plan

At Plan Boss, we are driven by the need to give back to the community. We not only support NDIS participants but also empower them to take charge of their financial journeys. With over 25 years of experience, our founder will help you navigate your NDIS funding with confidence and transparency.
The Eligibility Criteria For Receiving NDIS Funding
To be eligible for the NDIS funding, an individual has to be between 7 and 65 years of age. Besides, the individual has to be an Australian citizen with a valid passport and PR. Most importantly, the person must have to have permanent and significant disabilities, which affect their ability to participate in everyday activities.
Our Story
We understand that managing your finances can be a challenge. Our plan management services are all about participants, their aspirations, goals, and maximising their NDIS funding so they can subsequently take charge of their financial journey with little or no support at all. Backed with over 25 years of professional accounting experience, our founder confidently helps NDIS participants navigate this journey for a better, healthier and happier tomorrow!
Mission
Our mission has been to provide individuals with disabilities with an expert dedicated to them and the management of their support. We ensure nothing is missed, and all of the support needs of the recipients are met collaboratively and transparently with all stakeholders in their support.
Vision
Our vision has been to make sure that everyone has financial security, clarity, and the maximum access to the support they need to succeed
Our Values
The values that we have always advocated through our service include:
  • Bold: We embrace challenges and encourage creative thinking to push boundaries and achieve extraordinary results for you.
  • Openness: We commit to transparent and collaborative communication and processes, building trust and understanding with every participant, and all stakeholders in your life.
  • Support: One on one, dedicated to you. Any time, all the time.
  • Success: We don’t stop until the job is done, we maximise every dollar, leaving nothing on the table, to ensure you live the fullest and best life possible.
Get In Touch With Us
What makes you wait then? Call us to arrange a session with our experts to discuss your needs. Alternatively, you can fill up the contact form and submit it. We will respond in no time.