Seamlessly transition to Plan Management.

Enter a world of greater flexibility and control. Switching to our NDIS Plan Management brings personalised support from experts to help you maximise your benefits.

Switch to Plan Management at no cost to you.

Your plan will cover the cost if you have ‘plan management’ or ‘improved life choices’ included.

NDIS Price Guide mastery.

We’re experts in NDIS pricing who can help you get the best value for your money.

Why make the switch to Plan Management?

Navigating the NDIS can sometimes feel overwhelming. With so many NDIS Plan Management options and decisions to make, you might be wondering if there’s a simpler way to manage your funds without compromising on choice. Enter Plan Management with LotUs Assist. We’re here to simplify, support, and empower your NDIS journey.

More flexibility

Choose any service provider that aligns with your needs, whether they’re NDIS-registered or not.

Less paperwork

We’ll handle all the financial aspects of your plan, from processing invoices to tracking expenditures.

Expert guidance

We’re experts in all things NDIS, including the Price Guide. So, you can make informed, value-for-money decisions.

Making the switch is easier than you think.

Get it sorted in just three simple steps.

1. Let the NDIS know
During your annual plan review (or an unscheduled review), let the NDIS or your Local Area Coordinator (LAC) know that you’d like to include Plan Management in your next plan.

2. Sign up today
Once approved, complete the sign-up form on our website and one of our expert plan managers will get in touch to discuss your needs, answer your questions, and guide you in the right direction.

3. Make the switch
From there, we’ll handle the rest. From setting up your account to liaising with service providers and tracking your spending, we’ll make sure your transition is wrinkle-free.

Testimonials

Stay in the know with our easy-to-use Plan Management app.

In our commitment to offering you the best possible service, we’ve developed an easy-to-use Plan Management app. This digital tool is designed to give you even more control and insight into your NDIS funds.

With the app you can:

  • Monitor the status of your invoices, from submission to payment.
  • Instantly check your fund balances and see where you’ve spent your money.
  • Quickly see a monthly overview of your spending.
  • Check your forecast to see if you’re on track, or at risk of overspending.

FAQs

Switching to Plan Management offers you the best of both worlds.

You get the flexibility to choose any service provider, whether they’re NDIS-registered or not, just like with Self-Management. But you won’t have the administrative burden of managing finances and paperwork. Your Plan Manager will handle these tasks for you.

No, switching to Plan Management should not disrupt your services.

Once the switch is approved, your new Plan Manager will liaise with your service providers to ensure a smooth transition. But it’s always a good idea to communicate with your providers about the change to keep everyone informed.

No, there are no out-of-pocket costs for switching to our Plan Management services. The NDIS provides funding specifically for Plan Management in your plan, which covers all associated costs. You won’t have to pay anything extra.

It can vary based on individual circumstances. Once you let the NDIS know you want to switch (during your annual plan review or an unscheduled review), they’ll process the request. After approval, the transition to your new Plan Manager can begin immediately.

Typically, the entire process can take a few weeks, but we’ll be with you every step of the way to ensure it’s as seamless as possible.

Ready for a hassle-free NDIS experience?

Switching to Plan Management with LotUs Assist is more than just a change in fund management. It’s a step towards an empowered and simplified NDIS journey.

Need more information first?

Start your journey

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