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Top tips for choosing a plan manager

Whether you’re starting your first NDIS plan, or switching from self-managing your plan, choosing a plan manager can be an overwhelming process. Where do you even start, and how do you know if they’re right for you?


You want to make sure whoever you choose is trustworthy, understands you and your plan, and knows their stuff!


The Bright Plan Management team have compiled our top tips for choosing a plan manager. Read on below!



Top Tips For Choosing a Plan Manager
Top Tips For Choosing a Plan Manager

Make a list


Figure out what’s important to you in regards to what a plan manager can bring to the table.


Are you looking for someone who is quite hands on and constantly keeps you in the loop? Or would you prefer a plan manager who works quietly in the background?


How experienced do you want them to be? Consider whether you want a Plan Manager to help you access supports - do you mind if they’re linked to an organisation or would you prefer that they suggest independent providers?


It’s also important to consider their level of customer experience. How important is it to you to be able to quickly and easily chat to your plan manager and have your questions answered?



Do some research


It’s always great to hear about other people’s experiences with a plan manager before you make your decision. It gives you an idea of how they work, what they prioritise and whether they’d suit you!


Reading reviews can also help address any fears or concerns you may have. Engaging the services of a plan manager is a big step, so being confident in your decision is important.


We suggest browsing through Google reviews or Clickability.



Shop around


There’s no need to enter into an agreement with the first Plan Manager you speak to! Reach out to a few of the Plan Managers around you and have a chat. Take your time and consider your options.


Making sure that the Plan Manager checks all your boxes and answers all your questions!


The Bright Plan Management team knows the importance of working with a Plan Manager who understands your needs and encourages your goals. We pride ourselves on processing invoices within two business days and your customer experience is at the centre of everything we do.


Want to chat and find out if we’re the right Plan Manager for you? We’d love to hear from you! Reach out to us here.


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