Plan Management for Complex Needs, Made Simple

Dedicated NDIS Plan Management for people living with psychosocial disability, autism, intellectual disability and other complex support needs.

Less paperwork. Less stress. More confidence in your NDIS funding.

At Windermere, we help participants, families, carers and referrers navigate NDIS funding with confidence. With a dedicated Plan Manager, fast invoice processing, clear budget visibility and over 30 years of disability services experience, we're here to help keep supports moving and reduce the burden of NDIS financial administration.

Express Sign Up Call Now to Switch 1300 946 337

“It’s just such a relief to have someone we can trust to manage Cameron’s plan. It means we have time to spend with the family. We also have faith we can employ our service providers as the system works with Windermere and all of Cameron’s providers get paid.”

Jenine (Cameron's mum)

“My last Plan Management service always took 3-5 days to respond and then the reimbursement on top took at least 5. I never had a consistent person to talk to either it was different every single time. Things were never approved and I always had to pin point after they rejected an invoice as to where it was on the plan for them to finally pay it. I appreciate everything you do for us.”

Gabrielle (Gabby)

5 Reasons To Choose Windermere Plan Management

1

Your Dedicated Plan Manager

You'll have a real person who understands your situation and can support you throughout your NDIS journey.

2

Fast Invoice & Processing

Correct invoices are processed in 2 business days and payments released as soon as the NDIA authorise.

3

24/7 Budget Visibility & Tracking

Track your spending and monitor your budget through your personal online dashboard.

4

Local Victorian Expertise

We're a registered NDIS provider with more than 30 years of disability services experience supporting Victorians.

5

Human-Centred Support

We explain NDIS funding in plain language and help you make informed decisions with confidence.

Managing NDIS Funding Doesn't Need to Feel Overwhelming

For many participants and families, managing NDIS budgets, invoices and provider payments can be stressful and time-consuming.

Whether you're supporting someone with psychosocial disability, autism, intellectual disability, cerebral palsy, Down syndrome, a neurological disability, or you're new to the NDIS, the challenges are often similar:

  • Keeping track of spending
  • Understanding what can be claimed
  • Managing multiple providers
  • Paying invoices on time
  • Avoiding overspending or underspending your budget
  • Finding someone who will explain things clearly.

Windermere takes care of the financial administration so you can focus on achieving your goals and accessing the supports that matter most.

 

Express Sign Up Call Now to Switch 1300 946 337

Trusted by Families, Carers & Referrers

Families often tell us they're tired of:

  • Waiting days for answers
  • Chasing invoice payments
  • Repeating their story to different people
  • Worrying about budget overspend
  • Feeling unsupported when issues arise.

Referrers tell us they need:

  • Fast and accurate payments
  • Clear communication
  • Reliable budget visibility
  • Confidence that participants are being supported properly.

Windermere delivers dedicated support, responsive communication and reliable plan management that participants, families and professionals can trust.

How It Works

1

Contact Our Friendly Team

Book a conversation about your NDIS plan and goals.

2

Meet Your Dedicated Plan Manager

We'll get to know you, your supports and your needs.

3

We Take Care of the Admin

We process invoices, pay providers and track your spending.

4

Stay in Control & Have Visibility

Access your budget anytime through your personal dashboard.

5

Focus on What's Important

Spend less time on administration and more time reaching your goals.

purple tick

Ready to Switch to a Plan Manager Who Understands Your Complex Needs?

Whether you're a participant, family member, carer, Support Coordinator, Recovery Coach or Allied Health professional, we're here to help.

Express Sign Up Call Now to Switch 1300 946 337

NDIS Plan Management Frequently Asked Questions (FAQ)

No. Plan management fees are covered by the NDIS and are included in your plan under "Improved Life Choices" or "Capacity Building." There's no out-of-pocket cost to you. The fees are calculated separately from your support budget and are paid directly by the NDIA.

It's simple! Just sign up with us online or call 1300 946 337. We'll handle the transition from your current plan manager or from agency-managed or self-managed arrangements. Most participants are switched over within 1-2 weeks. There's no paperwork required from you—we manage the entire process.

Plan management is optional. If you don't have it in your current plan, you can request it from your Local Area Coordinator (LAC) or NDIA representative at your next planning meeting. Just ask for "Plan Management," "Improved Life Choices," or "Capacity Building." It's your right to have it if you want it.

Yes! With Windermere as your plan manager, you have complete choice and control. You can use NDIS-registered providers or unregistered providers—it's entirely up to you. This is one of the key benefits of plan management, giving you access to a wider range of support options.

We process correct invoices within 2 business days. Payments are then released once the NDIA authorise payments. This means your service providers get paid quickly and you can maintain strong relationships with them. We also provide regular activity statements so you can track your spending and budget management.

Yes. Windermere is a registered NDIS provider (Registration Number: 4050001510). We comply with all NDIS requirements and guidelines. We're also a registered charity (Charity Number: A0025460D) with over 30 years of experience in disability services.

Yes. You remain in control of your NDIS plan and decisions. We simply manage the financial administration on your behalf.

 

 

“It’s just such a relief to have someone we can trust to manage Cameron’s plan. It means we have time to spend with the family. We also have faith we can employ our service providers as the system works with Windermere and all of Cameron’s providers get paid.”

“If you are time poor or don’t want to manage budgets then plan management is fantastic."

Jenine (Cameron's mum)

 


Sign up now to get your NDIS Plan Management services started.

or to find out more, contact our helpful team for more information on 1300 946 337 or use the online enquiry form below.