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Plan Management

We take care of the paperwork so you can focus on what matters. Plan management gives you more choice, more flexibility and a trusted local partner handling your NDIS finances.

NDIS Registered
Fortnightly Payments
Online Portal & App

The Best of Both Worlds

When it comes to managing your NDIS funding, you have three options: let the NDIA manage it for you (Agency Management), manage it yourself (Self Management), or have a registered provider like Disability Matters manage it on your behalf (Plan Management).

Plan management is a fabulous option that gives you the flexibility and provider choice of self-management, without the administrative burden of handling invoices, payments and financial reporting yourself. And the best part? Your plan management support is funded separately by the NDIS — it won't cost you a cent from your other supports budget.

With Disability Matters as your plan manager, you get a consistent, transparent and friendly local service that keeps you informed and in control every step of the way.

Feature
Agency
Managed
Plan
Managed
Self
Managed
Use unregistered providers
No admin burden
NDIS-funded (no cost to you)
Budget tracking & reports
Choice of providers
Expert financial support

Plan Management gives you maximum flexibility with minimum paperwork.

What You Gain

Plan management with Disability Matters puts you firmly in the driver's seat — with expert support right alongside you.

More Choice of Providers

Unlike agency management, plan management lets you use both NDIS-registered and non-registered providers — giving you access to a much wider pool of supports and specialists.

Transparent Fund Management

We manage your funds in a consistent, transparent way. You'll always know exactly where your money is going, with clear monthly reports comparing your budget to actual spending.

No Cost to You

Plan management is funded separately by the NDIS under your Improved Life Choices budget. It costs nothing from your other support categories — it's an added service at no extra cost.

Real-Time Budget Visibility

Through our online portal and mobile app, you can check your budget, review spending and see upcoming payments whenever you like — full visibility, 24/7.

Fast Fortnightly Payments

We process invoices from your providers and pay them fortnightly. Your providers get paid reliably and promptly, keeping your supports running smoothly.

A Trusted Local Partner

We're not a faceless finance company. We're a local not-for-profit team who know the Atherton Tablelands and genuinely care about the people we work with.

A man in a power wheelchair enjoying an outing at a flower market with a friend

Your Life, Your Providers

One of the most powerful benefits of plan management is the freedom it gives you to choose any provider — not just those registered with the NDIS. Whether it's a local therapist, a community gym, or a specialist interstate, if the support is reasonable and necessary, you can use it.

With agency management, your choices are restricted to NDIS-registered providers only. Plan management removes that barrier entirely, opening up a far wider world of support options for you and your family.

  • Use any registered NDIS provider
  • Use non-registered providers and sole traders
  • Negotiate your own rates within NDIS pricing
  • Switch providers easily if your needs change
Talk to Our Team

How Plan Management Works

Getting started is simple, and once you're set up the process runs smoothly in the background — leaving you free to focus on your goals.

Set Up Your Budget

We work with you to set up your personal budget, selecting the right support categories and estimating how your funding will be used across your plan period.

What this involves: We review your NDIS plan together, identify your support categories and build a budget schedule that reflects your goals and lifestyle.

Submit & We Pay

When you receive a service, your provider submits their invoice to us directly. We check it, process it and pay your providers fortnightly — no chasing, no paperwork for you.

How invoices work: Providers email invoices to our plan management team. We check each invoice against your plan and approved Service Agreements. Payments are processed on a fortnightly cycle.

Stay Informed

Every month you receive a clear report showing your actual spending versus your budget. You can also check in any time through our online portal or Careview mobile app.

Your monthly statement includes: A breakdown by support category, a budget vs. actual comparison, and a forecast to help you plan for the rest of your plan period.

Powered by Careview

We use Careview — purpose-built plan management software — to keep your finances organised, transparent and easy to understand. It automates routine tasks so our team can spend more time on what matters: supporting you.

Through Careview, you get access to a personalised online portal and a mobile app, so your budget is always right at your fingertips. No more wondering where your funding has gone or whether you have enough left for the supports you need.

Real-time budget dashboard
Mobile app for on-the-go access
Automated monthly statements
Full invoice history & records
Secure, private and NDIS compliant
Mobile screen displaying budget overview with remaining balance of $20,300. Total budget $32,800. 62% remaining.

Plan Management With a Personal Touch

We're not just processing invoices — we're your financial partner in achieving your NDIS goals.

Locally Based

Our team is right here in the Atherton Tablelands. When you have a question, you're speaking with someone who knows your community — not a call centre interstate.

Not-for-Profit

Every dollar we receive goes back into supporting people with disability. There are no shareholders to pay — just a genuine commitment to your wellbeing.

Qualified & Experienced Team

Our plan management service is led by a fully qualified plan manager, supported by an experienced and knowledgeable team — so your NDIS finances are always in capable hands.

30+ Years of Trust

We've been part of this community for over 30 years. Our history of reliable, quality service means you can trust us with your NDIS finances.

Always Accessible

Have a question about an invoice or your budget? Our friendly team is just a phone call or email away — and we actually pick up.

Maximum Flexibility

With plan management you can use any provider — registered or not — giving you genuine freedom to choose supports that work for you and your family.

Common Questions

Everything you need to know about Plan Management with Disability Matters. Can't find what you're looking for? Give us a call.

Call Us: 07 4235 7200

Ready to Take Control of Your NDIS Funding?

Get in touch with our friendly plan management team — we'd love to help you make the most of your NDIS plan.