We're the accountants who got sick of watching participants get the runaround.
Led by Graham Chee FCPA, our parent firm has been trusted with other people's money — tax, audit, financial planning, running businesses. That same discipline now protects your NDIS funding. Nothing surprising. Nothing lost. Nothing slow.
Money handled the accountant way
Every claim reconciled, every payment traced, every cent accounted for. It’s habit, not effort, for us.
Regulated and responsible
Registered NDIS plan manager. Your information is stored securely and access is limited to authorised staff.
Humans on the phone
Real people. Same business day replies. We tell you what’s happening, not what’s convenient.
On your side, always
If a claim can be paid, we pay it. If something looks off, we’ll flag it. We work for you, not the NDIA.
Why we started.
Our parent firm has been helping Australian families and businesses with their money since before the NDIS existed. When the NDIS rolled out, participants started asking us questions their plan managers couldn't answer.
Where had the money gone? Why hadn't the provider been paid? What does this letter from the NDIA mean? Why is there nothing left for the last quarter?
We realised the industry needed someone who would apply grown‑up financial discipline — reconciliation, audit trails, clear reporting, fast payments — but with the warmth of a small practice. So we built it.
- Your plan is your plan. We never take decisions away from you.
- Every invoice deserves a human check, not just an automated rubber stamp.
- Technology is the help, not the hero. Real humans matter most.
- Transparency is non‑negotiable. If it’s your money, you see it.
- Speed is a feature. Slow payments hurt real providers and real people.
Budget management that connects money to meaning.
We didn't just want to tell you how much you've spent. We wanted to show you how that spending connects to your goals. MyGoals® is our answer — a live budget dashboard paired with goal tracking, so every dollar ties back to what matters.
Compare spending across time periods, drill into any provider to see exactly what they delivered, and build plan review evidence as you go. It's what happens when accountants build technology for real people.