We are currently Transitioning out of NDIS Plan Management

If you require Plan Management, please email info@ndsp.com.au

REGISTERED NDIS PLAN MANAGER

Registered NDIS Plan Manager

Hello, my name is Lucia. I’m a Certified Bookkeeper Specialising in NDIS Plan Management.

Are you an NDIS participant who desires the freedom and flexibility to choose your own support services, but don’t want to handle the boring, time-consuming and tricky admin yourself?

NDIS participants – I’m here to support and empower you!

Training in Planning and Financial Management

I offer planning and financial management training to NDIS Participants, including:

Capacity building and training in plan administration and management with a participant to strengthen their ability to undertake tasks associated with the management of their supports.
Providers of this support are to assist the participant to build capacity to undertake all aspects of plan administration and management, including: engaging providers; developing service agreements; maintaining records; claiming payments from the NDIA, and paying providers.

Benefits of having an NDIS Plan Manager

Simple and stress free

All financial admin tasks are taken care of for you.

Choice and flexibility

Enjoy the choice and flexibility to tailor your own support services.

Expert advice and support

We help you make the most of your NDIS plan.

Simple and stress-free

We take the stress out of self-managing an NDIS plan by taking care of all financial admin tasks for you.

We’ll manage all your invoices, payments, receipts and reporting on your behalf and keep track of your fund balance so you don’t need to worry about a thing.

You don’t have to use the NDIS Portal — we handle this for you.

Choice and flexibility

We empower you with the choice and flexibility to tailor your own support services.

Decide what supports you want to purchase to help meet the goals you outline in your NDIS plan and negotiate the costs of your supports to get the best value for money. With a NDIS Plan Manager, you can buy supports from non-NDIS registered providers, including local community organisations and therapists who have chosen not to register.

By helping you choose and manage payment for your support services, we help you build the life and future you want.

Expert advice and support

We offer expert advice to help you navigate the NDIS and help you make the most of your NDIS plan. Depending on your circumstances, we can even help you find and connect with support service providers who are the best fit for you.

We save you time so you can focus on living well and reaching the short- and long-term goals you set out in your NDIS plan.

Why choose Lucia as your NDIS Plan Manager

Genuine care

Personal one-on-one service with a caring professional.

Unmatched expertise

NDIS-registered provider with more than 40 years’ experience in bookkeeping.

Genuine care and commitment to your wellbeing

Our customer service is personal and one-on-one. We genuinely care about each client’s wellbeing and strongly believe that everyone can pursue a meaningful life based on their own strengths, goals and values. We help support you over the long term to build your capacity into the future.

Unmatched expertise

I am a registered NDIS provider with expertise in plan management. I am also a highly respected Certified Bookkeeper (member of the Institute of Certified Bookkeepers) with more than 40 years of experience in management and bookkeeping.

As a Plan Manager, I may also act as a service intermediary or skills builder, supporting a participant to:

Establish service agreements with providers
Explore different budgeting options or scenarios
Build their financial literacy
Develop self-management capabilities

Apply for Lucia’s NDIS Plan Management

What tasks will you be handling for me on a day-to-day basis?

I will help you claim payment from NDIA
I will pay your support workers and registered service providers on your behalf quickly and on time
I will help you keep track of your NDIS funds
I will take care of financial reporting for you, including monthly statements and payment summaries
If needed, I can set up your NDIA account

Let Lucia help you get your life organised

Have an independent expert by your side throughout your NDIS journey.

Book your FREE one-hour consultation with Lucia today.

As Certified Bookkeepers, Lucia and Dennis at Formans Business Services provide Bookkeeping services throughout Australia. As a NDIS-registered Plan Manager, Lucia offers NDIS Plan Management to people in Queensland, New South Wales, Victoria, Australian Capital Territory, Tasmania, South Australia and Northern Territory.

Please feel free to invite your carer, family member or a friend along to attend our meeting. I want to problem solve together to build the very best NDIS plan management for you.

We are currently Transitioning out of NDIS Plan Management

CONTACT