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First2Care Plan Management: Your Questions Answered

Updated: Nov 2, 2021

Considering Plan Management to help manage your NDIS plan funding? It’s probably fair to say, you have some questions. We’ve pulled together the top questions to ask a Plan Manager and why First2Care could be the right Plan Manager for you.

Important questions to ask and what you can expect from First2Care

1. Do you specialise in NDIS Plan Management?

First2Care is a dedicated, professional NDIS registered Plan Management provider. Unlike other Plan Management companies who offer combined services, we focus solely on NDIS Plan Management. We want to help you dream big, plan to make it happen, and live the life you want to live.

2. Are you business focused or will you put my needs first?

At First2Care, we really do care. Which is why if you choose to engage our team of professional Plan Managers to help you manage your NDIS funding, you can be confident knowing we’ll put your needs first. We offer tailored, meaningful Plan Management services and always take the time to talk with you about your plan, any concerns you may have, or goals you have achieved.

3. Is it simple and straightforward to engage a Plan Manager?

The NDIS can sometimes feel a little complicated to navigate, but engaging First2Care as your Plan Manager is simple. All you need to do is speak with your planner during your planning meeting and let them know you would like to be Plan Managed by First2Care. We’ve even created a Referral Form to make the process even easier. Alternatively, you can contact our friendly team on 1300 322 273 or email to request Plan Management directly through us.

4. Do you have an online tool so I can keep track of my NDIS budget?

Our Plan Managed participants have access to the latest technology with our First2Care Plan Magic online portal. On the platform, participants can view, edit, and update their profile, input their NDIS goals, load important documents such as service agreements, and submit invoices. All our Plan Managed participants receive a monthly budget statement so they can see how they are track. And on top of that, participants wanting more regular updates can login to the platform and see all the information they need online. Easy!

If you currently don't have access to your personal Plan Magic online portal, you can contact 1300 322 273 or to arrange for your personal login details and password to be generated.

5. Are the invoice and payments processes clear, including processing times?

Participants who are Plan Managed by First2Care can upload invoices to our NDIS Plan Management platform themselves, email invoices to our accounts team at, or request that service providers send invoices directly to us. Once we have them, and have checked that all the information is correct, our accounts team will process your invoice within 48 hours to ensure your service providers are paid in a timely manner. We pay on time, every time.

Read more about the benefits of working with an independent, professional Plan Manager. Alternatively, contact our friendly team on 1300 322 273 or



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