Why do you need an NDIS Plan Manager?

4U Plan Managers will help you get the most out of your NDIS Plan through personalised, ongoing support.

Allow us to take the administrative burden related to your NDIS plan off your shoulders. 4U Plan Managers will take care of everything for you, so you can spend time doing the things you love.

What can we do 4U?

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How do you become Plan Managed?

Step one: Join the NDIS

Before working with 4U Plan Managers, you’ll need to ensure that you have ‘Improved Life Choices’ included in your NDIS plans. Including ‘Improved Life Choices’ in your plan covers the fees of your plan manager. Adding this to your plan will allow us to access and discuss your plan with you, your family, carer or guardian.

What if I don’t have ‘Improved Life Choices’ added to my plan?

No problem! You can request that this be added to your plan at your next meeting. Alternatively, you can call NDIA and submit a request to change your plan.

What reason do I give them for wanting to change my plan?

Working with a plan manager gives you better control of the providers that work with you, and helps you maximise the enjoyment of your plan.

Step two: Register with 4U Plan Managers

Once you’ve updated your plan, you can register with us by completing our service agreement and consent to share information form. These can be completed online HERE. If you’d prefer to register in person, over the phone or through email, as opposed to online, we are happy to accommodate you.

Step three: Book a call

Now that we have your details, we can schedule a chat with you. This is an important part of the process as it’s our opportunity to meet you and discuss how we can get the most out of your plan for you.

We’ll also need to let your providers know that you are working with a plan manager. We can notify them on your behalf and work with them to get everything we need to manage your plan together.

Step four: Sit back, relax and leave everything to us!

We’ll take it from here. You’ll be notified via our smartphone app, email or text message every time an invoice is uploaded to your account. Once you’ve reviewed and approved the invoice, we’ll settle the amount for you.

If you spot any issues with the invoice, we’ll put everything on hold until that issue is resolved.

If you’ve settled the invoice yourself, we can arrange reimbursement for you.

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