Our services
- Plan management: From paying invoices to tracking budgets, we ensure your NDIS funds are used effectively. Think of us as your plan’s personal assistant!
- Budget tracking: Regular updates keep you informed about your spending and help you plan for the future. No surprises. No stress. Just clarity.
- Financial reporting: Need a clear view of your expenses? We provide detailed reports so you can stay on top of your plan.
- Provider payments: We liaise with providers to ensure they’re paid on time and accurately.
Our guarantee to you
- Your goals are our goals. We’re here to help you maximise your NDIS plan and achieve your dreams—whatever they may be.
- We pride ourselves on being easily contactable at all times and resolving any issues quickly
Managing your NDIS plan doesn’t have to be complicated. At WB Plan Management, we take care of the financial details so you can focus on "living your best life".
How to have WB Plan Management work for you!
- To work with WB Plan Management, you will need to have an NDIS plan which includes "Improved Life Choices". This will cover all plan management fees so there is not a cost to you.
- If you don't have a plan with "Improved Life Choices" Just contact the NDIS on 1800 800 110 and simply request it be add to your plan.
- To Join WB Plan Management, just click on the link and complete the online registration form
Endorse WB Plan Management as your new Provider and also your Plan Manager
New to the NDIS PACE system and not sure where to start?
We’ve got you covered. First, you need to endorse your plan manager that you want to work with. This means you have to call the NDIS on 1800 800 110 to tell them who your new plan manager is. You can also do this with your Local Area Coordinator (LAC). Below is a script you can refer to that will assist you in endorsing WB Plan Management as your new plan manager.
Hello,
My name is [Your Name], and I am a participant / plan nominee on the NDIS. My NDIS number is [Your NDIS number].
My NDIS plan is on the new PACE system, and today I would like to endorse my plan manager with you over the phone. Could you please endorse "WB Plan Management" (Organisation ID 4050148292) as my plan manager for my NDIS Plan?
I want to endorse "WB Plan Management" from the date my plan started, which is [Your NDIS plan start date].
Can you confirm this has been completed and that "WB Plan Management" will be able to begin services for me straight away? (They should be able to confirm “yes”).
Remember…
- Make it clear to the NDIS representative on the phone that your NDIS plan is on the new PACE system.
- Make sure that they confirm that "WB Plan Management" is being endorsed by telling them the Organisation ID 4050148292.
- It is most important to begin the endorsement from your plan’s start date. This will ensure that all invoices that fall within your plan dates can be processed by us.
- Remain on the phone with the NDIS representative until they have confirmed that the endorsement is finalised. It should be completed within that one phone call, instantly.
Do you have any questions regarding this process? You can call NDIA on 1800 800 110 directly and they will be able to assist. Alternatively, reach out to us at email hidden; JavaScript is required with any questions or concerns.
Set up Meeting
Lets Book a suitable time with one of our friendly team members to discuss your Plan and to discuss your requirements and answer any questions or concerns you may have. Click on the Link to Schedule an Appointment.
Why choose us?
We know the NDIS system like the back of our hands (and we’ve got the paper cuts to prove it). As parents who’ve been through it all, we approach every client with empathy and a commitment to making your life easier. No red tape, just results.
Relax and enjoy stress-free financial management of your NDIS Plan while we handle the details. Put your feet up—we’ve got this.