Key Qualifications and Experience
It’s important to select a Plan Manager who has formal training in finance, accounting, or disability services. They need to understand NDIS guidelines and policies thoroughly, and their experience in NDIS, administration, and supporting individuals will ensure they can manage your funds effectively.
Strong Communication Skills
Effective communication is key. A good Plan Manager should:
- Clearly explain your funding budget.
- Be approachable and responsive via phone or email.
- Keep you regularly informed about your funding status and any changes.
Personalised Service and Understanding of Needs
Every participant’s situation is unique. A dedicated Plan Manager will:
- Take the time to understand your specific goals and aspirations.
- Tailor their approach to fit your needs, cultural background, and preferences, ensuring their support is both personalised and effective.
Independence and Conflict of Interest
Choosing an independent Plan Manager ensures:
- Unbiased advice and support focused on your best interests.
- No affiliations with service providers that might influence their decisions.
- Transparent and neutral recommendations.
Transparency and Reporting
Financial transparency is vital. Your Plan Manager should:
- Provide detailed, regular reports on how your funds are being spent.
- Clearly explain any charges or fees.
- Communicate openly about any issues that may arise, keeping you well-informed.
Flexibility and Adaptability
As your NDIS plan evolves, your Plan Manager should:
- Adapt to any changes in your circumstances.
- Quickly implement changes to ensure a seamless continuation of services.
Testimonials and Referrals
Learning from others’ experiences can be very helpful. You can:
- Seek recommendations from friends, family, LACs, Support Coordinators, your therapy team or disability support groups.
- Research online reviews and participate in community forums for additional insights.
Technological Competency
In the digital age, technology can enhance efficiency. A proficient Plan Manager should:
- Use secure online platforms for budgeting and reporting.
- Offer user-friendly apps or portals for tracking your spending.
- Stay updated with the latest tech tools to ensure seamless and secure financial management.
