NDIS Financial Plan Management: Your Questions Answered

Updated: Apr 21


NDIS Financial Plan Management First2Care SMS

How we work together to give you financial freedom to live your life and achieve your goals


Partnering with a Plan Manager can build your confidence and remove any stress you might have about the financial and administrative obligations of managing your NDIS plan yourself.

But to make an informed decision about which Plan Management provider is right for you, you need real insight into how they operate.

At First2Care, we want to make it easy for you. We believe in being approachable and transparent about our services, whether you choose to work with us or not.

So, we’ve put together answers to our most frequently asked questions about our NDIS Plan Management financial services.



NDIS Plan Management Step 1: Hiring a Plan Manager


How much funding will I receive to pay my Plan Manager?

If you’ve been approved for Plan Management in your first plan, the NDIS will fully fund you. This covers a one-time set-up fee (for every plan) and twelve instalments of a monthly processing fee. Your Plan Management funding is provided in addition to your other supports, so you won’t pay any additional expenses.

Will I be funded for Plan Management every year?

Yes, if you choose to continue using a Plan Manager, you can apply for funding every year. Make sure you request to have ‘Improved Life Choices’ included in your NDIS.

When do I have to choose my Plan Manager?

At the end of your planning meeting, you’ll be asked to specify your preferred option for funding management. If you know which Plan Management provider you would like to engage you can request them at your planning meeting, or if you’re not sure yet then you can wait to make a decision when your plan gets approved.

How much experience does First2Care have?

First2Care has been a registered Plan Management provider since 2014. Over the past few years, we have offered our Plan Management services to many NDIS participants. Our team consists of bookkeepers, accountants and professional advisers, with over 30 years’ experience in the financial management industry.

Is NDIS Plan Management your main business or do you deliver a range of services?

First2Care is solely focused on Plan Management. We have developed our First2Care NDIS Plan Management Platform, which is designed to help participants throughout their NDIS journey, from pre-planning to plan reviews and renewals. We believe in giving our clients the specialised independent advice and attention they deserve.


NDIS Plan Management Step 2: Working with Your Plan Manager


Will I be able to speak directly with my Plan Manager when I need to?

Yes, your assigned Plan Manager is available to talk with you personally, over the phone, via email or face-to-face, 5 days a week (with weekends by appointment). If they’re away or sick, one of our other friendly First2Care team members will be happy to help you.

Can they meet my accessibility needs?

Our Plan Management team communicates with people with disability every day. We can adapt our approach to meet your disability needs, using a range of communication styles, services and aids.

Will they talk me through my plan?

Your Plan Manager will work through your plan with you, helping you to understand what the support categories mean and how to maximise your available funding. We’ll also answer any questions you may have. At First2Care, there are no silly questions.

Can they guide me in making decisions about what I can and can’t claim?

Yes, your Plan Manager can provide you with independent advice relating to your financial situation. They can:

  • explore different budgeting options and scenarios

  • build on your self-management capabilities

If you need help to negotiate service agreements and connect with supports, you can speak to your Local Area Coordinator (LAC) or Support Coordinator.



NDIS Plan Management Step 3: Tracking your NDIS budgets and spending


Will you look after my budget, or do I?

Your Plan Manager will oversee your budgets and make sure there are always funds available when you need them. It’s our job to seek to keep on track with your spending.

Do you use a digital platform where I can check my claims, payments and service agreements?

Yes, we’ve developed our First2Care NDIS Plan Management Platform using the latest technology to help us deliver financial services in true partnership with our clients. You’re able to login and check the status of your budgets, update your profile, load documents and input your goals at any time.

How often will I receive budget reports?

We provide a monthly report of your expenditure and remaining funds. However, you can log into the First2Care NDIS Plan Management Platform to check the status of your budgets and spending whenever you like.

What are all the things I can check using the First2Care NDIS Plan Management Platform?

The First2Care NDIS Plan Management Platform provides you the necessary visibility over your budgets and expenses. Your Plan Manager will upload all your invoices, service agreements, and payee details, ready for you to view and approve.



NDIS Plan Management Step 4: Processing invoices and payments


Who is in charge of paying invoices?

Life’s too short to spend paying bills. Your Plan Manager will pay your providers for you, so you don’t have to.

Do I get to approve the invoices before they get paid?

Yes, even with a Plan Manager, you’re still the decision maker. Using the First2Care NDIS Plan Management Platform, you can review and approve all invoices before payment. You can also use the platform to compare invoices with your service provider timesheets, to make sure you’re being invoiced correctly.

How quickly do you pay providers?

We pay services providers and reimburse claims every day. Our usual turnaround is to pay providers within five days of receiving money back from the NDIS.

Can you reimburse me for any services I pay for directly?

Yes, your Plan Manager will reimburse you for any out-of-pocket purchases that are funded in your NDIS plan upon receiving a complying tax receipt.

What information will I need to provide to be reimbursed?

You’ll need to provide a tax receipt of your purchase, and your bank BSB and account number for the money to be paid into. You may also need to provide a description of the purchased item if it’s not clear on the receipt, or if you need to demonstrate how your purchase relates to your disability.

First2Care can help you say goodbye to the stress of financial management, and hello to living life the way you want

First2Care is an NDIS-registered Plan Management provider registered across Australia, with Western Australia pending. Our Brisbane-based team of experienced advisers work together with our First2Care NDIS Plan Management Platform to help participants nationwide. We aim to reduce the financial and administrative burden of managing your NDIS plan, so you can focus on what’s important to you.

Our vision is to empower participants to build their skills and confidence to achieve their goals. If you’d like to learn more about how our NDIS Plan Management services can help you, please get in touch with one of our friendly team members.

Read more about the benefits of working with a Plan Manager. Alternatively, register on our FREE NDIS Plan Management Platform, so we can start helping you best manage your plan today.

Read more about First2Care’s Plan Management features.

Over to you

We hope you have a better understanding of what Plan Management with First2Care means for you and how we can help you take control of your NDIS plan. We would love to know if you have more questions about First2Care, our NDIS Plan Management Platform or about NDIS Plan Management services. Let us know in the comments below.


Enjoy life without the stresses of managing your NDIS finances

Updated by Mahala Wallace, 21st April 2020


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First2Care

First2Care provide transparent NDIS Plan Management.

First2Care are registered to provide Plan Management services across Australia (with WA pending). Let us be your first choice in NDIS Plan Management, so you can focus on the stuff you love.

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