Simple and effective Plan Management

Uncomplicated and simple plan management that is managed by our qualified and experienced team.
  • Managed by qualified and experienced team.
  • We offer face to face, phone or email consultations.
  • Invoices are processed within 5 days
  • Get real time access
  • Get budgeting and value for money advice.
  • Open, transparent and collaborative team
  • Monitor and manage fraud control
  • Simple and professional approach

NDIS Plan Management solution that is simple and managed by qualified staff that are approachable and friendly.

As your Plan Manager, Calm Tree will take on responsibility for submitting claims through the NDIS portal and processing support providers’ invoices.

We know that navigating through the NDIS system can be confusing, which is why your Calm Tree Plan Manager is here to make it easier for you. Our Plan Managers look after processing NDIS service payments to ensure that payments are on time.

Managing and budgeting your NDIS Plan

Your Plan Manager will work with you to develop the appropriate budget so you are getting the most of your NDIS plan. This includes open and transparency where you can request the expenditure report and balances at your request.

Why choose Calm Tree Plan Management

Calm Tree’s Plan Managers are managed by experienced and qualified staff and are overseen by a Certified Practice Accountant. Your Plan Manager will support you make decisions on how and where you spend your NDIS funds as you have full choice and control over the management of your plan.

You also have the option to self-manage or be agency-managed. Both offer their own unique benefits so we encourage you to speak with your Local Area Coordinator or the NDIS to find out more.

Changing your Plan Management provider

Did you know that you can change plan management providers at any time during your plan?

If you are unhappy with your existing plan management provider or would like to change your Plan Management option to consider Calm Tree as your preferred Plan Management provider, here are some simple steps to make that happen!

  • Call the NDIA on 1800 800 110 and let them know that you would like Plan Management included in your plan if you are currently self or agency managed.
  • Contact your existing plan manager in writing to cease services as per your service agreement.
  • Contact Calm Tree to assist you with our hassle free on boarding transition process. Your Calm Tree Plan Manager will liaise with the NDIA directly to ensure that the transition is completed and update you throughout the process.

Plan Management is covered under NDIS funding, which means there is no personal cost to you. Contact us today to find out more about we can support you with Plan Management.

Calm Tree’s Plan Management services is available Australia-wide.