NDIS plan management process illustration

How Plan Management Works

NDIS plan management is simpler than you might think. Here is a clear, step-by-step guide to how We Value Services manages your NDIS budget on your behalf.

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The Process

Six Simple Steps to Managing Your NDIS Plan

From your first planning meeting to ongoing budget support — we're with you every step of the way.

Request Plan Management

At your NDIS planning meeting, ask for plan management to be included in your plan. Tell your planner you'd like a registered plan manager to handle your finances.

Choose We Value Services

Once plan management is funded in your plan, sign a service agreement with us. We set up your account and get to know your support needs.

Connect Your Providers

Let your support providers know to send invoices directly to us. We handle all the financial administration so you don't have to.

We Pay Your Providers

We receive, verify, and pay invoices on your behalf — quickly and accurately. You'll always know what's been paid and what's remaining in your budget.

Track Your Budget

Access real-time spending reports and budget summaries whenever you need them. We keep you informed so you're never caught short.

Plan Review Support

As your plan review approaches, we provide spending reports and insights to help you demonstrate how your supports are working.

Not Sure if Your NDIS Plan Is Really Working for You?

Take our free NDIS Plan Check in just 2 minutes — find out if your funding is being fully used and what supports you might be missing.

Check Your NDIS Plan — It's Free