About Us
4U Plan Managers is a local, family-owned and independent business based in Adelaide, South Australia.
As an independent business, we’re able to allow more flexibility, customisation and care in our services – something that makes us truly different from other plan managers in the market.
We’re passionate about empowering our clients to live the life they deserve with a plan that fulfils their needs and desires.
Our team of dedicated and experienced plan managers help maximise your plan with ongoing support and care.
Our Mission
We believe that everyone should be treated fairly and be able live the life they desire.
Enriching the lives of our community
4U Plan Managers is dedicated to uplifting and enriching the lives of the people in our community. We want to give our clients the freedom and choice to live their life how they want to with the support of our services.
Fostering positive change
We see our roles as so much more than ‘managing finances’. We challenge attitudes, behaviours and stereotypical thinking to create a positive and lasting change in our community.
Assisting participants countrywide
Based in Adelaide, but helping participants country-wide. Whether you’re in Sydney, Perth, Brisbane or Tasmania – we can help!
Our Values
Respect
We honour our relationships and treat our clients with the respect and care they deserve.
Reliability
Your needs and circumstances may change, but our support won’t. As your reliable Plan Managers, you can depend on us, always.
Ethical
Our clients’ needs are at the centre of all we do. We conduct ourselves ethically, ensuring we do the right thing by our clients.
Empathy
Our team members are naturally empathetic individuals who understand the feelings and needs of others. Every person is unique. We treat each and every client as an individual and are compassionate towards their needs.
Accountability
It is our responsibility to ensure that your finances are managed effectively. We hold ourselves accountable to delivering the best possible plan for your circumstance.
Equality
Each and every client is treated equally, without judgement or bias.
Meet The Team
Jeanette Larsen
Director
Pronouns: She/Her
Our Director Jeanette has over 30 years of experience in finance and bookkeeping. She has completed several qualifications in business, finance and human resources.
During her time in this role she learnt the challenges that people with disabilities face and became inspired to help them in any way she could.
Now, this amazing mum of three runs 4U Plan Managers, an independent business dedicated to helping participants live their best life through better managed finances.
Jeanette also owns 4B Solutions which offers finance services to businesses, including NDIS Service Providers.
Billie L
Plan Manager
Pronouns: They/Them
Billie is our wonderful plan manager. Passionate about creating positive change in their community Billie is a feminist and advocate for LGBTQIA+ rights.
As a Type 1 Diabetic and someone who lives with chronic illness, Billie is empathetic towards their clients, as they understand how challenging it can be to manage healthcare and daily tasks. Their empathy and care is what makes them a great asset to our team.
Billie interests include art, crochet and sci-fi fantasy such as Star Trek and X-files.
Kate T
Plan Manager
Pronouns: She/Her
Kate is a dedicated plan manager who brings a wealth of empathy to her role, helping NDIS participants make the most of their plans. She understands the importance of personalised support. Living with endometriosis and CPTSD, Kate has firsthand knowledge of the challenges faced by those with chronic and mental illnesses. Her lived experiences give her a unique perspective, enabling her to navigate the complexities of the NDIS with compassion and efficiency.
Kate’s approach is characterised by a deep commitment to detail and a thorough understanding of the NDIS framework.
Her unwavering dedication makes her an invaluable member of our team, always striving to enhance the quality of life for those she supports.
When she's not managing plans, you'll find her watching WWE (Shout out Rhea Ripley) and the fabulousness of RuPaul's Drag Race.
CONTACT US
General Enquiries
admin@4uplanmanagers.com.au
Submitting Invoices
accounts@4uplanmanagers.com.au
Phone
1800 950 772
Business Hours
Monday to Friday: 9am – 4pm
Postal Address
PO Box 172
Kilkenny SA 5009