Get started with EZ Plan Management
Getting plan management in place is quick, simple and obligation-free. Here's how it works and what you'll need.
Four simple steps
Submit a referral
Fill out our short online referral form—there's no obligation to proceed.
We reach out
A real person from our team contacts you to confirm details and answer questions.
Sign your service agreement
We send a plain-English service agreement for you to review and sign at your pace.
We start managing
We begin processing invoices and reporting on your budget—your supports continue uninterrupted.
What you'll need to get started
Having these ready helps us move quickly—don't worry if you're missing something, we can help you gather it.
- Your NDIS number (if you have one)
- Your current NDIS plan or funding details
- Contact details for you or your nominee
- A list of your current providers (if switching)
Not sure yet? Send us a message
Tell us what you need and a real person from our team will help you work out the best next step.
Ready to get started?
Submit a referral in minutes. A real person from our team will be in touch to help you through the rest.