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About 5 minutes to sign up

How plan management works, step by step.

No jargon. No NDIA portal logins. No “we’ll get back to you in 3 weeks”. Here's what actually happens when you sign up with us as your plan manager.

  1. STEP 1

    Sign up in minutes

    Tell us who you are, your NDIS number, and how you like to be contacted. Free, no obligation.

  2. STEP 2

    We handle the NDIA paperwork

    We notify the NDIA we are your plan manager and claim the fixed plan‑management fee directly from your plan.

  3. STEP 3

    You choose your providers

    Registered or not — your choice. Book the support you want. Send invoices to us.

  4. STEP 4

    We pay them & track your budget

    Providers paid in 2–5 days. You see every dollar moving, live, on your dashboard.

You sign up. It takes about five minutes.

  • Tell us your name, NDIS number, plan dates and preferred contact method.
  • We ask whether you’re the participant, a nominee or a family member. We adapt from there.
  • No credit card. No fine print. The NDIA covers our fee, not you.
Free to you — funded by the NDIA

We notify the NDIA and your existing plan manager.

  • We lodge the endorsement with the NDIA so we can start managing your funding.
  • If you’re switching from another plan manager, we coordinate the handover cleanly.
  • You do not have to touch the NDIS portal. Ever.
Average switch: 5–10 business days

You book supports from any provider you like.

  • Registered or unregistered — your choice. Plan‑managed participants keep full choice.
  • Give your providers our invoicing details. That’s all they need.
  • Already have providers? Nothing changes for you — they just invoice us from now on.
Keep every provider you already trust

We pay them fast. You watch it happen on your phone.

  • Invoices are checked against your plan, approved, and paid in 2–5 business days.
  • Every payment lands in your MyGoals® dashboard instantly — filter by date range, compare periods, drill into any provider.
  • End of month: clean statements, audit‑ready, nothing to file. Plan review prep builds itself.
Providers paid in days, not weeks

MyGoals® comes included — budget management and goal tracking in one place.

Once you're set up, your MyGoals® dashboard gives you live spending across every category, custom date-range filtering, side‑by‑side period comparisons, and provider drill‑downs. Pair that with built‑in goal tracking — milestones, evidence uploads, progress tracking — and your next plan review practically prepares itself.

Live budget dashboardCustom date rangesProvider drill‑downGoal milestonesEvidence uploadsPeriod comparisons
The MyMoney app

Your plan, in your pocket.

MyMoney installs straight from your phone's browser and lives on your home screen like any other app — there's no App Store or Play Store to search, and nothing large to download. Tap the icon and you're looking at your live NDIS budget in seconds.

When do you get access?

As soon as your account is active after signup, you can log in and add MyMoney to your home screen — usually the same day. There's no waiting for an app to be approved, posted or shipped. The moment we've set you up, everything is ready: your dashboard, your budget and your invoice approvals are all there from day one.

What's inside the app

Live budget

Your MyGoals® dashboard with real-time spending across every category.

Approve invoices

Review and approve provider invoices in a couple of taps — recorded once, securely.

Push notifications

Get told the moment an invoice needs approval or a payment goes out.

Works offline

Recently viewed information stays available even without signal.

Home-screen shortcuts

Jump straight to My Services, My Goals or My Plan from the app icon.

Secure sign-in

The same audit-grade, encrypted security as the full portal.

Installing it takes about 20 seconds

On iPhone & iPad

  1. Open the site in Safari and log in.
  2. Tap the Share button.
  3. Choose “Add to Home Screen”.

On Android

  1. Open the site in Chrome and log in.
  2. Tap the menu, then “Install app”.
  3. Confirm — the icon lands on your home screen.

Prefer your computer? Everything in the app is also available in your web browser — same login, same live data.

Registered NDIS plan manager
Authorised to manage your NDIS funding
25+ years of CPA experience
Parent firm is a practising CPA accountancy
18 Australian Accounting Awards
Finalist 2017–2025 across 7 categories
Registered plan manager
Your money is protected with bank‑level security, always

Still have questions about the switch?

The practical answers are in the FAQ. Real humans are on the phone, too.