Your friend and professional partners in NDIS Plan Management
Helping you manage your plans and funds within the NDIS
Helping you manage your yearly budget and financial plans

Effective Plan Management for NDIS Participants

What does a Plan Manager do?

Your NDIS Plan Manager looks after the administration of your NDIS plan. This includes advice on how to spend your funds, monitoring your spending, paying NDIS Provider invoices, and providing assistance when you need it.

How can a Plan Manager help you?

Your NDIS Plan Manager will help you to get the most from your NDIS Plan while saving you time in the administration of funds. We make the whole process easy while ensuring you get the best value from all your NDIS Service Providers.

Do you need a Plan Manager?

If your NDIS Plan includes funding for plan management, then we highly recommend that you use it! Before you get started, we welcome your enquiry and would love to answer any questions you have.

What makes Effective Plan Management different

We only provide NDIS Plan Management services and nothing else!

Which means there is no conflict of interest through being a provider of other NDIS services. We care about what’s right for you. Our aim is to make sure you receive the best quality of service from all your NDIS providers, at a fair market price within NDIS guidelines.

Our Planning Consultants will help you to:

  • Understand what funding is available in your NDIS Plan
  • Understand what services are eligible for funding
  • Learn how to keep track of spending and stick to a budget
  • Pay the appropriate Registered NDIS Service Providers using your NDIS Funding


Getting the Most From Your NDIS Providers

We make sure your invoices are paid on time and your budget is on track.

Under the National Disability Insurance Scheme, you have better control and access to services but some people may require assistance to get the most from their NDIS Plan. Under “Improved Life Choices” funding in your NDIS Plan, you have access to NDIS Plan Management services. This means that you can visit us for assistance with your NDIS Plan and it won’t cost you any anything at all.

Effective Plan Management is here to support your choices and assist with the administration of your NDIS Plan. Our goal is to minimise any wasted spending and make sure you allocate your funding to the best services available. We will also help you to create and monitor your budget, which means you will know how much NDIS funding is available in the short and long term of your NDIS Plan.

When you engage Effective Plan Management, our services fall under Improved Life Choices funding within your NDIS Plan. Improved Life Choices funding is specifically set aside for Planning, Plan Management and Financial Intermediary Services. This means your overall budget for treatment services and other disability services is not reduced in any way.

Effective Plan Management is a registered NDIS Provider. We provide a personal and professional service for people with a disability. Our difference is to ensure that your budget is on track for the short and long term. We’ll help you to utilise your NDIS Plan funding in a way that maximises service benefits, minimises wastage and is sustainable for your future.

Choosing Services and Managing Your NDIS Funding

We’ll support your choices and help you take control of your NDIS Plan.

You may have a number of questions about your NDIS Plan or NDIS Plan Management. We are here to support your choices, improve your understanding of the National Disability Insurance Scheme and provide a scheduled service that ensures your NDIS Plan is being maximised to its full potential.

Each person has a different NDIS Plan and Funding according to their level of need. For all enquiries, please call our office on (02) 4702 6888 or complete our online Sign Up Form using the button below.

Mandy Drain

Incredibly responsive in processing payments

Effective Plan Management is incredibly responsive in processing payments, ensuring support remains consistent for participants. Communication in relation to budgets is clear and any concerns are raised and managed in a timely manner. As a Support Coordination provider, we rely on the skills and professionalism of Effective Plan Management for a significant number of people. We serve and recommend their services highly.

Mary Millgate

Personable, professional and efficient

I engaged with Effective Plan Management through my Taylor Made Outcomes clients and I cannot speak more highly of them.  I was brand new to NDIS; they were patient and friendly in helping me understand my duties and requirements as a provider. They may be the finance team behind the face-to-face interactions with clients but they have a very human face.  I have never met Sarah Stafford, my main contact person, but she does NOT epitomise the invoice clerk image and I feel as if I know her!  She is personable, professional and efficient which clearly exemplifies the work ethic of EPM, as incidentally so does Taylor Made Outcomes.  It is a pleasure to work with you and I am very grateful for the prompt replies to my questions, the explanations you give me regarding charges and line descriptions but most of all the personable replies to my emails. It feels as if EPM cares as much about its providers as it does about its clients.  Isn’t that just the way to do business! I’ve heard so many horror stories about NDIS but not one where EPM and TMO are concerned and I am honoured to be working with you to provide solutions to your clients. Bravo Zulu as they would say in the Navy, with whom I worked for over 10 years from 2006 to 2017. I honour what you do for all those dear folk who need our collaborative effort and I am delighted to be included in your team of providers. I salute you.

Tammy Farmer

Outstanding commitment

We have been working with Effective Plan Management for several years and have found their commitment to supporting our clients outstanding. Their attention to detail, prompt action, and friendly and caring nature have been why many of our clients have chosen to partner with Effective Plan Management. Best of all, our clients are supported by a dedicated plan manager you can speak directly with and who is familiar with the client’s specific budget … it’s wonderful to have that personal and tailored approach especially when navigating NDIS plan funding. The team at Effective Plan Management is a pleasure to work with and we highly recommend their services in all aspects of plan-managed funding management.

Ricky Acco

Fantastic to deal with. Couldn't recommend them highly enough. Prompt and efficient with invoicing time but also great communicators with clients and services about budgeting, NDIS Plans, allocated spending and are up to date with NDIS Pricing, Policies and coding.

Alicia Lopez

Joanne and her team have industry experience and the skills and qualifications in the disability sector. they are professional, friendly and welcoming with over 700 Ndis participants in their care for plan management. They offer other services too. Disability Options Australia will network with the team at EPM and I highly recommend them as plan managers.

Effective Plan Management

NDIS plan management services anywhere in Australia!

We offer face-to-face appointments at our Penrith and Shellharbour offices. Remote services are available via Phone, Email and Screenshare.

If you have funding for NDIS Plan Management and would like to learn how Effective Plan Management can help you to get the most from your package, please contact our team for a confidential discussion.

Effective Plan Management Penrith

Effective Plan Management Shellharbour

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