Lantana Plan Management

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Comprehensive Support Tailored to Your Needs

At Lantana Plan Management, our suite of services is crafted with your unique needs in mind. As your dedicated NDIS partner, we offer comprehensive plan management, ensuring the transparent and accurate handling of your finances. Our consultative guidance provides a steady hand throughout the entire NDIS journey, from plan development to efficient fund utilization. We go beyond the numbers, meticulously scrutinizing invoices to minimize financial risks.

We keep you updated on your plan and funding.

We value customer & treat you as a partner, not just a client.

We provide various avenues to maximize your benefits from the NDIS.

Efficient Plan Management

At Lantana Plan Management, we take pride in offering expert oversight and administration of your NDIS plan. 

Strategic Plan Forecasting

At Lantana Plan Management, we go beyond conventional services with our specialized Plan Forecasting. 

Comprehensive Plan Reporting

At Lantana Plan Management, our commitment to transparency extends to our specialized Plan Reporting service. 

Strategic Budgeting Solutions

Experience financial empowerment with our dedicated “Strategic Budgeting Solutions” at Lantana Plan Management. 

Streamlined Invoice Approval System

Lantana Plan Management introduces a cutting-edge “Streamlined Invoice Approval System” to elevate your NDIS experience. 

Notifications for Informed Decisions

Stay ahead of the curve with Lantana Plan Management’s dedicated “Timely Notifications” service. 

Lantana Plan management can support participants by:

01

Managing and monitoring a participant’s budget

02

Managing a participant’s NDIS claims and disbursing funds to providers for services delivered

03

Providing regular statements to a participant to show the financial status of their plan including prompt notification of over or under utilisation

04

Offering increased choice and control to a participant over plan implementation and utilisation through additional plan financial assistance. Participants can also receive advice from plan management providers about how to best utilise their NDIS plan funding which can assist in building a participant’s financial capacity and knowledge.

05

Managing and monitoring a participant’s budget in accordance with the plan management service agreement for the duration of the NDIS plan

06

Managing the NDIS claims and disbursing funds to providers for delivered services

07

Maintaining records for a participant and producing regular (at least monthly) statements for participants showing the financial status of a participant’s plan

08

providing access as required to a wider range of service providers, including non-registered providers, while ensuring compliance with the price limits contained within the NDIS Price Guide