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Versatile Planners helps NDIS participants manage their funding with confidence through reliable and stress-free plan management services.

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Referral Form

    VP
    VersatilePlanners NDIS PLAN MANAGEMENT
    Referral Form Versatile Planners E: info@versatileplanners.com.au W: versatileplanners.com.au Contact: 0433 964 400

    Referral Form – Plan Management

    To get started with Versatile Planners as your NDIS Plan Manager, please complete the form below. Once submitted, our team will contact you to confirm the details and assist with the next steps.

    01 Participant Details
    02 Plan Management Service Fees
    Financial Intermediary Services Capacity Building Supports: Improved Life Choices
    Monthly Processing $104.45

    Fees are subject to applicable NDIS pricing arrangements and may change in accordance with NDIS pricing updates.

    03 Authorised Representative Details
    The Authorised Representative will be authorised to approve invoices for payment and handle financial matters on behalf of the participant.

    Main Contact (for authorising invoices)

    Alternate Contact (if main contact is unavailable)

    04 Support Coordinator Details
    05 How Did You Hear About Us?
    06 Please Email Service Agreement To

    Please select where you would like the Service Agreement to be sent.

    07 Additional Information

    Your information is handled securely and will only be used for the purpose of processing your referral.

    Frequently Asked Questions

    Can I use Versatile Planners if my current NDIS plan doesn’t include Plan Management?

     Yes. If your current plan doesn’t include funding for Plan Management (also known as Improved Life Choices), you can contact the NDIA to discuss a plan review. Our team can help explain the process and guide you through the next steps.

    No. Choosing Versatile Planners as your Plan Manager does not mean you need to change your Support Coordinator, support workers, or other service providers. You can continue working with the providers you already know and trust.

     Whether a friend or family member can be paid using NDIS funding depends on the type of support, your plan and NDIS rules. If you are considering this arrangement, contact us and we can help you understand what may be possible.

     If you notice an invoice has been approved incorrectly, contact us as soon as possible. Our team can review the invoice and explain the available options before payment is processed, where possible.

    Yes. PlanSmart Pro can support NDIS participants across Australia, including people living in regional and remote areas. Our team can provide support online and by phone, making it easier to manage your NDIS funding wherever you live.

     Not necessarily. Your preferred invoice approval process can be discussed with our team. If you would like to review and approve invoices before payment, we can help set up the process according to your preferences.

     A Support Coordinator helps you understand and use your NDIS plan and connect with appropriate supports and services. A Plan Manager helps manage the financial side of your plan, including processing provider invoices, keeping track of your funding and helping you understand your budget.

     Yes. We can help you understand your available funding, monitor your spending and keep track of your budget categories. This can help you make informed decisions about your supports throughout your plan period.

     In many cases, you can change your Plan Manager during your plan period. If you are considering switching to Versatile Planners, contact us and we can explain the process and help make the transition as straightforward as possible.

     Your available budget information depends on the systems and services connected to your NDIS plan. Our team can help you understand your current funding, spending and remaining budget and explain the options available for monitoring your plan.