ndis participant with mother

Unsure how to choose an NDIS plan manager that is right for you? You might be feeling overwhelmed with choice. Our expert plan management team put together their most important things to look out for when choosing a plan manager. Use this information to help you along your hunt for your perfect plan manager.

So what is an NDIS Plan Manager?

A Plan Manager is a service provider you can engage with when your National Disability Insurance Scheme (NDIS) funding is Plan Managed. You can read more about the different types of plan management options here. A Plan Manager’s function is to assist and support participants to manage their NDIS plan funding to manage their NDIS plan funding.

How to qualify for plan management

So you’ve decided you’d like to use a plan manager to support you with your NDIS plan. What now?

How to choose a plan manager

You’re approved for plan management. Now comes the tricky part—choosing a plan manager that is right for you. This can sometimes feel overwhelming. But it doesn’t have to be. Here are the important things to look for when choosing a plan manager:

Empathy and understanding

You are an individual, with unique needs, and your plan manager should recognise this. You should feel listened to and supported throughout your NDIS journey. The NDIS can be overwhelming at times, but it’s important to have someone who understands this, and understands you.

NDIS expertise

Your plan manager should have expert knowledge of the NDIS and disability sector. They should also share their knowledge, helping you understand important information about your plan and supports. They should empower you with knowledge, to help build confidence and independence with managing your plan.


Your plan manager should be easy to contact and talk with, providing avenues of communication that suit you. If you prefer to speak to someone on the phone, make sure they take the time to chat. Or if you prefer online or email communication, make sure they respond in a timely manner. It’s important to have someone on the other end of the phone/email that knows what you are asking about and can give clear decisive answers.

Visibility of plan and budgets

An important part of managing your NDIS plan is being aware of your support spending. Does your plan manager offer visibility of this? You want to be able to easily access and review your plan invoices and budget, ensuring you stay on top of your budget for the duration of your plan.

Trust and reliability

You want to be able to rely on your plan manager. They should help you feel relaxed, at ease, and comfortable with the process. It helps to get recommendations from others, or explore reviews online to hear others’ experiences.

Fast and efficient process

Make sure to check your plan manager’s payment terms. You want to know they are reliable on payments and that providers will be paid on time. A good benchmark is to have payments processed with 3 business days.

Instacare Plan Management

At Instacare, our Plan Management guarantees to maximise choice and control over your NDIS plan and supports. Our plan managed participants’ most favourite benefits are our:

Have any questions?

If you don’t now where to begin with you’re the management of NDIS plan and supports, or would like some extra help with how to choose an NDIS plan manager, we’d love to assist you. Get in touch at [email protected] or give us a call 1300 002 221