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Accountant at Work

Take the Stress Out of Your NDIS Finances

Wollondilly Total Care Plan Management

Managing your NDIS funding can feel like a second job. Invoices to approve, providers to pay, budgets to track, and the constant worry of whether you are spending your funding correctly. At Wollondilly Total Care, we take all of that off your plate — so you can focus on what actually matters. Living your life.

What is Plan Management?

Plan Management is a funded NDIS support that gives you a dedicated financial manager to handle the administrative side of your NDIS plan. Think of your Plan Manager as your personal NDIS accountant — processing your invoices, tracking your budgets, and keeping everything in order so you never have to stress about the paperwork.
Choosing Plan Management gives you the best of both worlds. You get the freedom and flexibility of managing your own supports, without the administrative burden of doing it all yourself.
Your Plan Manager sits between you and your providers, handling:
 
  • Receiving and processing invoices from your providers
  • Checking that invoices comply with the NDIS Price Guide
  • Paying your providers on time, every time
  • Tracking your budget across all support categories
  • Providing you with regular financial statements
  • Helping you understand your spending and remaining funds
  • Liaising with the NDIA on financial matters on your behalf
At Wollondilly Total Care, we partner with PlanAbility to deliver our Plan Management service. PlanAbility is a dedicated NDIS plan management provider with a strong track record of delivering transparent, responsive, and participant-focused financial management.

This partnership means you get the warmth and personal connection of working with your local WTC team, backed by the expertise and systems of a specialist plan management organisation. You are not just a number in a system — you have real people, with real expertise, managing your funding with care.
What PlanAbility brings to the table:
 
  • A dedicated online portal where you can see your budgets and transactions in real time
  • Fast invoice processing — providers are paid promptly, keeping your support relationships strong
  • A responsive team who can answer your financial questions clearly and without jargon
  • Compliance checking on every invoice to protect your funding
  • Detailed reporting to help you and your Support Coordinator make informed decisions

The WTC and PlanAbility Partnership

Why Choose
Plan Management?

There are three ways to manage your NDIS funding — self managed, agency managed, and plan managed. Here is how they compare:
Self Managed
You receive your funding directly and manage all payments yourself. Maximum flexibility, but significant administrative responsibility. You handle every invoice, every payment, and all record keeping personally.
Agency Managed (NDIA Managed
The NDIA manages your funding and pays your providers directly. Least administrative burden, but significantly less flexibility — you can only use registered NDIS providers.
Plan Managed
A registered Plan Manager handles all financial administration on your behalf. You get the flexibility to use both registered and unregistered providers, with none of the administrative burden. Your funding is professionally managed and you have full visibility of your spending.

For most participants, Plan Management is the clear winner. You get flexibility without the paperwork — and it costs you nothing extra because Plan Management is separately funded in your NDIS plan.
This is one of the most important things to understand about Plan Management — it does not come out of your existing support budgets. When you choose Plan Management, the NDIA adds a separate line item to your plan specifically to cover your Plan Manager's fees.

This means choosing Plan Management costs you nothing. There is no reason not to have it.

If your current plan does not include Plan Management funding, we can help you request it at your next plan review or through a plan variation.

Plan Management is
Separately Funded

What Can a Plan Manager Pay For?

One of the key advantages of Plan Management is that you can use both registered and unregistered providers. This gives you significantly more choice than agency managed funding, particularly for allied health and specialised supports where the best provider for you may not be NDIS registered.

Your Plan Manager can process invoices from any provider you choose to work with, as long as the supports are included in your plan and priced within the NDIS Price Guide. This includes:
Your Plan Manager sits between you and your providers, handling:
 
  • Receiving and processing invoices from your providers
  • Checking that invoices comply with the NDIS Price Guide
  • Paying your providers on time, every time
  • Tracking your budget across all support categories
  • Providing you with regular financial statements
  • Helping you understand your spending and remaining funds
  • Liaising with the NDIA on financial matters on your behalf
Step 1 — Getting Set Up
Once you are onboarded as a WTC Plan Management client, your details are set up in the PlanAbility system. Your providers are notified of where to send their invoices and your budgets are loaded and ready to track.
Step 2 — Provider Invoicing
Your providers send their invoices directly to PlanAbility. You do not need to chase invoices or forward paperwork — your providers deal directly with your Plan Manager.
Step 3 — Invoice Checking
Every invoice is checked against your plan and the NDIS Price Guide before it is approved. This protects you from overcharging and ensures your funding is spent correctly.
Step 4 — Payment Processing
Approved invoices are paid promptly. Your providers are paid on time, which keeps your support relationships running smoothly and ensures your services are never interrupted.
Step 5 — Budget Tracking and Reporting
You have access to real time budget information through the PlanAbility portal. You can see exactly what has been spent, what is remaining, and where your funding is going at any time.
Step 6 — Ongoing Support
If you have questions about your spending, your budget, or an invoice, your WTC and PlanAbility team are available to help. We make sure you always understand what is happening with your money.

How Plan Management
Works at WTC

The PlanAbility Portal

One of the standout features of the WTC and PlanAbility partnership is access to the PlanAbility participant portal — a simple, easy to use online dashboard that gives you full visibility of your NDIS finances. 

No more wondering where your money is going. No more surprises at plan review time. The portal puts you in control of your finances without putting you in charge of the administration.
Through the portal you can:

View your current budget across all support categories
See a full transaction history of every payment made
Track how much funding you have remaining and how quickly you are spending it
Download financial statements for your records or your plan review
Receive notifications when invoices are processed and payments are made
Your NDIS funding is there to support your goals and your life — and protecting it is one of our most important responsibilities. 

If an invoice does not meet the requirements, we will not process it. We will contact your provider to resolve the issue and keep you informed throughout. Your funding is never at risk of being misused on our watch.

 
WTC and PlanAbility take a rigorous approach to invoice compliance, checking every invoice against:
 
  • Your plan's approved support categories
  • The current NDIS Price Guide and support catalogue
  • The registered provider requirements relevant to each support type
  • Any specific conditions or restrictions in your individual plan

Protecting Your Funding

Who Can Access WTC
Plan Management?

WTC Plan Management is available to NDIS participants across the Wollondilly Shire and surrounding areas, including Tahmoor, Picton, Thirlmere, Mittagong, Bowral, Camden, and Campbelltown.

We support participants of all ages and all disability types. Whether you are new to the NDIS and feeling overwhelmed by the financial side, or you are an experienced participant looking for a more responsive and transparent Plan Manager, WTC is here for you.
Do I need Plan Management in my NDIS plan already?
Yes — Plan Management needs to be included in your plan before we can get started. If it is not currently in your plan, we can help you request it at your next plan review or through a plan variation request to the NDIA.
How quickly are invoices processed?
PlanAbility aims to process and pay invoices quickly and efficiently. Prompt payment keeps your providers happy and your supports uninterrupted.
Can I see what is being paid on my behalf?
Absolutely. Through the PlanAbility portal you have full visibility of every transaction, every invoice, and every budget in real time - You even have the option to approve the invoices manually yourself.
What if a provider sends an incorrect invoice?
We check every invoice before processing it. If something does not look right, we contact your provider directly to resolve it. You will be kept informed if there is an issue that requires your input.
Can I use Plan Management alongside Support Coordination?
Yes, The NDIS is all about choice and control. As long as you know who your provider choices are when deciding your PM and SC. WTC offers both services, making coordination between the two seamless. When your Plan Manager and Support Coordinator work together, your financial management and your support coordination are aligned — making your whole NDIS experience smoother and more effective. WTC offers both services, making coordination between the two seamless.
Can I switch to WTC Plan Management from another provider?
Yes. Switching Plan Managers is straightforward. We handle the transition process and make sure there is no disruption to your provider payments during the changeover.
What happens if I run low on funding before my plan renews?
We monitor your budgets closely and will alert you if your spending is tracking faster than expected. We can also help you request a plan review or unscheduled review if your funding is genuinely insufficient for your needs.

Frequently Asked
Questions

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