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We help you keep track of your spending.

Plan Management

Our friendly team of Plan Managers can support you with managing the financial and administrative components of your NDIS plan. 

Through our Plan Management service, we empower you to stay in control of how your NDIS funds are spent while giving you peace of mind that the claiming and payment components of your supports are taken care of.

 

Our Plan Management model aims to make the financial and administrative side of your NDIS plan as seamless as possible. Our friendly Plan Managers can support you to improve how your funds and spending is managed while enabling you with the freedom to focus on achieving your goals. Your invoices can be sent directly to one of our friendly Plan Managers who will deal directly with the NDIS and your chosen service providers on your behalf - giving you one less hassle to worry about!  

How we can support you...

Through our Plan Management service, you can be assured that we will work with you to determine the best approach to maximise the benefits of your plan.

Meet our friendly Plan Management Team...
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Meet Ann

CertIVAcct&Book

Ann joined Rural Lifestyle Options Australia in March 2019 and is a Plan Manager. Ann is responsible for empowering participants to stay in control of how their NDIS funds are spent while giving people peace of mind that the claiming and payment components of their supports are taken care of. Ann’s favourite aspect about working for the organisation is how RLOA “is supportive and encourages the value of lifelong learning". Outside of work, Ann loves to cook, spend time with her family and animals, being outdoors and maintaining her rural property further starting that she is "a home body at heart". Ann is a member of the Australian Bookkeepers Association and also possesses a Certificate III in Business.

Meet Sarah

CertIVAcct&Book, DipECh, BBus(Comm) 

Sarah joined Rural Lifestyle Options Australia in July 2020 and is a Plan Manager. Sarah is responsible for supporting participants to manage their NDIS funding by processing invoices on their behalf for supports and services delivered to them. Sarah’s favourite aspect about working for the organisation is “knowing that the work that I undertake in my role is part of a team effort that together makes a positive difference to the lives of the participants and their families”. Outside of work, Sarah enjoys going to the beach, spending time her family, eating good food and watching reality TV shows, documentaries and comedy and feel good movies. Sarah is also a member of the Australian Bookkeepers Association.    

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Payment Processing 

​We will process and pay your 

invoices for you. 

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Disputes and Queries

​We will sort out any finance related dramas for you.

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Provider Bookings

We will manage provider

bookings on your behalf.

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Maximise Your Plan

​We will work with you to get the

most out of your NDIS plan.

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Budget Breakdown 

Track your budget through

our Plan Management app. 

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Choice and Control

We will support you in finding the

right providers to meet your needs.

Greater choice and control with our Plan Management App... 

When you are plan managed with Rural Lifestyle Options Australia, you can use our Plan Management App to provide you with important up to date information about your NDIS plan.

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Our Plan Management App is designed to give you a better insight into your NDIS funding in real-time.

From your smart device (smartphone or tablet) you can:

  • Approve, decline and view all of your provider invoices

  • See claimed and remaining funding

  • See supports delivered and yet to be delivered, by NDIS category

  • Get monthly activity summaries

If you would like to know more about our Plan Management service under NDIS – get in touch to talk to one of our friendly staff today.

Our service is available to you, if your NDIS plan includes “Improved Life Choices”.

Let us get in touch.

If you would like to know more about this service, provide your details using the form below and one of our friendly staff members will be in touch with you. 

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