NDIS Plan Management by Plan Boss
With years of experience in accounting, we at Plan Boss are a trusted name in the NDIS plan management landscape. We are driven by the BOSS philosophy which stands for Bold, Openness, Support and Success. We overcome challenges to achieve the desired results. Our transparent and collaborative communication combined with all-time assistance will help you reach your goals.
As your NDIS plan managers, we handle everything, including invoice processing, managing your budget, and maximising your funds. Since we manage the admin work, you can focus on your daily life. Besides, our budget tracking and claims processing adds convenience. So, if you are looking for assistance with your NDIS financing, we have you covered.
How Can We Help You Reach Your Goals?
We will help reach your goals step by step. We will discuss your needs and the difficulties you face related to the NDIS budget and assist you in overcoming them.
Here’s what you can expect from our plan management service.
- Help Achieve Financial Clarity: We will walk you through the process of how your NDIS funds are allocated, how much supports you can afford and where your funds are going. For your clarity and transparency, we will provide financial reports and advice.
- Maximise Your Budget: We will ensure that you take full advantage of your NDIS funding. We will prioritise the services that make the most impact on your daily life and well-being. Most importantly, we will ensure no funds stay unused.
- Help Achieve Independence and Confidence: As a participant, achieving independence is the primary goal. As companions to your journey, we will assist you with making the right decisions about your care and services. We will also help you achieve the confidence required to manage your financial situation efficiently.
- Tailored Support: Every individual has unique preferences. We know that, and take the time to understand your requirements and then suggest ways to structure the plan that suits your diverse needs.
- Collaboration and Communication: We will coordinate with your support workers, service providers, and coordinators to ensure that everyone is aligned. As your plan managers, we will ensure your well-being by working with you hand in hand.
Take Advantage of Our Empowered Futures Program
At Plan Boss, we bring you our cornerstone program, a holistic initiative that aims to empower you with financial security through a results-oriented approach to plan management.
It includes:
- NextStep Advantage Program: It focuses on taking participants’ NDIS plans to the next level with clarity, optimization, and tailored support.
- Visionary Pathways Program: It focuses on empowerment and collaboration and aims to create a clear path to achieving personal goals.
- MaxFund Mastery Program: It emphasises the expertise and dedication to maximise every dollar for participants.
- Empower360 Financial Planning Support: Reflects a comprehensive, all-around approach to financial clarity, collaboration, and personal success.
- Thrive Together Initiative: It prioritises the collaborative and supportive nature of the program, focusing on participants thriving with their NDIS plans.
Why Choose Plan Boss As Your NDIS Plan Manager?
Let us be your partners in NDIS plan management since:
- We value your voice and opinions and help make informed decisions about your plan
- We are experienced in NDIS plan management
- We empower you to take control of your choices and provide you with the knowledge and confidence needed to manage your finances independently
- We align with our B.O.S.S. values, so you achieve the desired results
To receive more information about our service, feel free to get in touch with us.
Call for an Appointment
To schedule an appointment with us, and discuss your NDIS plan management needs, call us or send us an email with your details so we can get back to you.