Plan Management Services Nationwide Asset Management – Your Trusted NDIS Plan Management Partner
Nationwide Asset Management is a fully approved NDIS provider under – Management of Funding for Supports in Participant Plans. We deliver professional, compliant, and participant-focused plan management services across Australia. Our dedicated team ensures the financial administration of your NDIS plan is handled with the highest standards of accuracy, integrity, and transparency, allowing you to focus on achieving your personal goals and maximising your independence.
Our plan management team consists of Qualified Registered Accountants and Tax Agents with over 25 years of registration with the Tax Practitioners Board. We bring extensive specialist expertise in Australian Defence-related taxation, company tax, and individual tax affairs. This deep financial and regulatory knowledge is complemented by our comprehensive understanding of the NDIS Schedule of Supports and Rates. We ensure only eligible and claimable supports are processed efficiently while maintaining full compliance with NDIS rules and guidelines.
This unique combination of longstanding tax expertise and NDIS-specific knowledge sets Nationwide Asset Management apart. We provide robust financial stewardship that participants and their families can trust.
What is NDIS Plan Management?
NDIS Plan Management enables a registered Plan Manager to handle the financial and administrative aspects of your NDIS plan. It offers a balanced solution between full NDIA management and self-management, giving you greater flexibility and choice while outsourcing the complex paperwork.
As your Plan Manager, we:
- Receive, verify, and process invoices from your chosen providers (registered and unregistered).
- Make timely payments to providers, often on the same or next business day.
- Monitor and report on your plan budgets in real time across all funding categories.
- Submit accurate claims to the NDIA and manage reconciliations.
- Deliver clear, accessible monthly financial statements and custom reports.
- Provide expert advice on claimable supports in line with the NDIS Price Guide.
- Ensure ongoing compliance and help prevent budget overspend or underspend.
Why Choose Nationwide Asset Management?
With our proven background in professional asset and financial management, combined with NDIS registration, we offer:
Key Benefits of Partnering With Us
- Access a broader range of quality providers (both registered and unregistered).
- Eliminate administrative stress and paperwork.
- Enjoy professional oversight that protects your funding and ensures compliance.
- Receive expert interpretation of what is claimable under NDIS rules.
- Benefit from seamless collaboration with Support Coordinators and other professionals.
- Experience peace of mind knowing your plan is managed by seasoned financial experts.
How Our Plan Management Works
- Initial ConsultationWe discuss your plan and needs.
- AppointmentWe assist with updating your NDIS plan to appoint us as Plan Manager.
- Seamless OnboardingQuick setup and portal access.
- Daily OperationsInvoice processing, payments, budget monitoring, and NDIA claiming.
- Ongoing PartnershipRegular reporting, advice, and support for plan reviews.
Who Benefits Most from Our Services?
Our services suit participants seeking professional financial management without losing control, families wanting expert support, and those with complex or high-value plans who value accuracy and compliance.
Frequently Asked Questions
Are your services free to me?
Yes – Plan Management is funded by the NDIS.
Do I lose choice of providers?
No – you maintain full choice and control.
How does your tax expertise benefit me?
Our registered accountants ensure precise, compliant handling of claims, accurate reporting, and expert knowledge of allowable supports.
Can I switch to Nationwide Asset Management?
Yes – we make the transition smooth and fully supported.
Nationwide Asset Management – Professional Financial Stewardship for Your NDIS Journey
Our team’s 25+ years as Registered Tax Agents, combined with specialist NDIS knowledge, delivers the reliability and expertise your plan deserves. Contact us today to experience the difference that true professional management can make.
Ready to Simplify Your NDIS Journey?
Let Nationwide Asset Management take the financial admin off your plate. Experience stress-free plan management with a trusted, approved provider.
Contact Us
Contact us today to discuss how we can support you:
- Victoria
- NSW
- Queensland
- Northern Territory
- Alice Springs
- South Australia.
- Western Australia
- Tasmainia
- ACT
Take control of your supports – let us handle the paperwork.
Our Commitment to Quality
We adhere to all NDIS Practice Standards and Quality and Safeguards requirements. Regular audits, staff training, and participant feedback ensure we continuously improve our services.