Lantana Plan Management

Facebook-f Twitter Instagram
HOME
ABOUT US
PLAN MANAGEMENT
SERVICES
HOME
ABOUT US
PLAN MANAGEMENT
SERVICES
Join Now
HOME
ABOUT US
PLAN MANAGEMENT
SERVICES
HOME
ABOUT US
PLAN MANAGEMENT
SERVICES
  • WELCOME TO ORGANIZATION

Our Services

HOME | SERVICES

  • Services

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.

  • OUR SERVICES

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. 

Read Details

Strategic Plan Forecasting

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

Read Details

Comprehensive Plan Reporting

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

Read Details

Strategic Budgeting Solutions

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

Read Details

Streamlined Invoice Approval System

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

Read Details

Notifications for Informed Decisions

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

Read Details
  • EMPOWERMENT

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

Efficient Plan Management

Our Dedicated Team Is Committed To Ensuring The Seamless Financial Management Of Your Allocated Funds. From Budgeting To Processing Invoices, We Handle The Details With Precision, Providing You With Clarity And Peace Of Mind. Trust Us To Navigate The Complexities Of Plan Management, Allowing You To Focus On Your Goals And Aspirations While We Handle The Intricacies Of Your NDIS Funding.

Strategic Plan Forecasting

Anticipating Your Future Needs, We Employ Strategic Foresight To Optimize Your NDIS Plan. Our Team Analyzes Trends, Assesses Evolving Requirements, And Works Collaboratively With You To Ensure Your Plan Remains Aligned With Your Goals. With Plan Forecasting, We Empower You With A Proactive Approach, Allowing For Timely Adjustments And Maximizing The Effectiveness Of Your NDIS Funding. Trust Us To Not Only Manage Your Current Plan But To Strategically Plan For Your Evolving Needs, Ensuring A Tailored And Forward-Thinking Approach.

Comprehensive Plan Reporting

We Understand The Importance Of Keeping You Informed About The Status And Utilization Of Your NDIS Plan. With Comprehensive Plan Reporting, We Provide Detailed Insights Into Your Financial Activities, Expenditures, And Remaining Balances. Our User-Friendly Reports Are Designed To Empower You With A Clear Understanding Of Where Your Funding Is Allocated. Count On Us To Deliver Accurate And Accessible Reporting, Ensuring That You Are Well-Informed And In Control Of Your NDIS Journey.

Strategic Budgeting Solutions

We understand that effective budgeting is essential for a successful NDIS plan. Our expert team works closely with you to develop a personalized budget that aligns with your goals and aspirations. Through meticulous planning and strategic allocation, we ensure that your NDIS funding is optimized to meet your unique needs. Trust us to guide you through the budgeting process, providing clarity and confidence in managing your financial resources for a more fulfilling NDIS experience.

Streamlined Invoice Approval System

Our commitment to efficiency and transparency is exemplified through this specialized service. With our state-of-the-art system, we ensure swift and accurate processing of invoices. From verification to approval, our meticulous approach minimizes the risk of overcharges and guarantees that you only pay for the services received. Experience a hassle-free financial management process, where our advanced Invoice Approval System adds a layer of precision to your NDIS plan, allowing you to focus on what truly matters—achieving your goals.

Notifications for Informed Decisions

We understand the importance of keeping you informed about critical updates and changes in your NDIS plan. Our system ensures that you receive timely notifications regarding plan adjustments, funding modifications, and any relevant developments. This proactive approach empowers you to make informed decisions, stay in control of your NDIS journey, and adapt your plan to evolving needs. Count on us to keep you well-informed and supported every step of the way.