Excellence Plan Management

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Plan Management

When it comes to managing your NDIS plan, opting for professional NDIS plan management can provide you with several benefits. This section explores two significant advantages: control over service providers and efficient claim processing.

Age Groups


22 – 59 Years


8 – 16 Years

Early Childhood

0 – 7 Years

Mature Age

60+ Years

Young People

17 – 21 Years

Disabilities Type

  • ABI
  • ADHD
  • Autism
  • Behavioural
  • Early Intervention
  • Hearing Loss
  • Intellectual
  • ODD
  • Stroke


  • Engish


  • CALD

Access Methods

  • Group
  • We Come to you
  • You come to us

Base Service Areas

  • Victoria

Suburbs We Service

No Selected Suburb


About Us

Welcome to Excellence Plan Management

Welcome to Excellence Plan Management, where we are dedicated to helping NDIS participants navigate their journey with confidence and ease. Our primary goal is to provide exceptional plan management services that empower individuals to maximize their NDIS funds, ensuring they achieve their personal goals and enhance their quality of life.

Our Vision and Mission

At Excellence Plan Management, we envision a world where every NDIS participant feels supported, informed, and empowered to lead an independent and fulfilling life. Our mission is to provide the highest level of plan management services, characterized by excellence, empathy, and integrity. We aim to be the trusted partner for NDIS participants, helping them to make the most of their plans and funds.

Who We Are

We are a team of experienced professionals based in Melbourne, dedicated to serving NDIS participants across Australia. Our expertise in NDIS plan management, coupled with our commitment to personalized service, sets us apart. We understand that each participant has unique needs and goals, and we tailor our services to meet those needs effectively.

Our Core Values

Our values are the foundation of our service. They guide our interactions with clients and our approach to plan management:

  • Excellence: We strive to exceed expectations in every aspect of our service, ensuring the highest standards of quality and efficiency.
  • Empathy: We listen to our clients, understand their needs, and work tirelessly to meet them with compassion and respect.
  • Integrity: We believe in honesty and transparency, ensuring our clients are fully informed and confident in their financial decisions.
  • Respect: We honor the individuality and dignity of each client, respecting their choices and preferences.
  • Privacy: We are committed to safeguarding our clients’ personal information and ensuring confidentiality in all our dealings.

Our Services

At Excellence Plan Management, we offer a comprehensive range of services designed to make NDIS plan management simple and stress-free. Our goal is to handle the administrative and financial aspects of your NDIS plan so you can focus on what matters most: achieving your goals and living your best life.

Personalized Plan Management

Every NDIS participant is unique, and so is every plan. We work closely with you to understand your needs and tailor your plan management accordingly. From budget allocation to expense tracking, we ensure your plan is customized to support your individual goals.

Budget Management

Effective budget management is crucial to making the most of your NDIS funds. We help you create and maintain a budget that ensures your funds are allocated appropriately, avoiding overspending and ensuring all necessary services are covered.

Invoice Processing

Handling invoices can be time-consuming and complex. We take care of all invoicing and payments to service providers, ensuring compliance with NDIS guidelines and timely payments.

Provider Liaison

Choosing the right service providers is key to getting the best support. We connect you with reputable providers, negotiate fair prices, and ensure you receive quality services.

Financial Reporting

Transparency and accountability are central to our approach. We provide detailed financial reports and updates, so you are always informed about your fund usage and financial status.

Capacity Building

We believe in empowering our clients with the knowledge and skills to manage their finances independently. We offer guidance and support to help you build your financial management skills, promoting greater independence and self-sufficiency.

Why Choose Excellence Plan Management?

Choosing Excellence Plan Management means partnering with a team that genuinely cares about your success and well-being. Our comprehensive approach ensures that every aspect of your NDIS plan is managed efficiently and effectively.

Benefits of Partnering with Us

  • Expert Guidance: Our team of specialists provides unparalleled support and advice, helping you navigate the complexities of NDIS funding.
  • Hassle-Free Payments: We handle all payment processes, ensuring your service providers are paid on time and within NDIS guidelines.
  • Transparency and Trust: We operate with complete transparency, keeping you informed and involved in all financial decisions.
  • Holistic Support: Beyond financial management, we offer support and guidance to help you achieve your personal goals and improve your quality of life.

Our Commitment to You

At Excellence Plan Management, we believe in building long-term relationships with our clients based on trust, respect, and mutual understanding. Our commitment is to provide you with the tools, support, and knowledge needed to make the most of your NDIS plan and lead an empowered, independent life.


Don’t just take our word for it. Here’s what some of our clients have to say about their experience with Excellence Plan Management:

Client A: “Excellence Plan Management has been a game-changer for me. Their personalized approach and dedication have made managing my NDIS funds so much easier. I feel more confident and in control of my financial future.”

Client B: “The team at Excellence Plan Management is incredibly supportive and knowledgeable. They have helped me navigate my NDIS plan with ease, ensuring I get the most out of my funds.”

Client C: “I appreciate the transparency and honesty of Excellence Plan Management. They keep me informed about every financial decision, and I trust them completely.”

Get in Touch

If you are an NDIS participant looking for reliable and efficient plan management services, Excellence Plan Management is here to help. Contact us today to learn more about how we can support you on your NDIS journey. Our team is ready to assist you with all your plan management needs, providing expert advice and compassionate support every step of the way.

Note: For further information or to schedule an appointment, please visit our website or reach out to our customer service team.

By choosing Excellence Plan Management, you are taking a step towards a more secure and fulfilling future. Trust us to be your partner in managing your NDIS funds, and together, we will achieve excellence. At Excellence Plan Management, your goals are our goals, and your success is our priority. Let us help you make the most of your NDIS plan, so you can focus on living your best life.



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We acknowledge the Traditional Owners of the land on which we live and work, we pay our respects to Elders past, present and emerging, and we celebrate the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.