Why choose The Plan Experts?

At TPE, we work hard to provide you with personalised support and advice, to ensure you maximise the benefits of your funding as you work toward achieving your goals

Got an idea that you think fits with your goals and is reasonable and necessary? Some Plan Managers are quick to say no.

At TPE we work with you to explore all the possibilities – we put in the extra effort to make things happen. If there’s a way to make something happen, you can be sure we’ll find it.

But I already have a Plan Manager?

Can I change my Plan Manager?

The answer is yes!

The NDIS is designed to give participants choice and control. This includes choosing your Plan Manager.

No matter how far you are into your NDIS plan, you can switch Plan Managers whenever you like. Switching is a quick and easy process and won’t cost you a cent.

I'm ready to switch - Let's go!

Please help me

What else can you expect from TPE?

We are dedicated to supporting you with a personalised Plan Management approach to help you get the most out of your plan.

Some participants choose to be heavily involved in managing their plan, others prefer to 'set and forget' and not have to think about the admin.

We cater for everyone at TPE. Let's get started today!

Let's get started

flexible contact options

individual support

we are kind, caring and genuine

A+ record keeping and compliance

Plan Managers with lived experience, who listen and understand

we will always do what we say we will - you can count on us

How do I change my NDIS Plan Manager?

The NDIS is designed to give participants choice and control. This includes choosing your Plan Manager.

No matter how far you are into your NDIS plan, you can switch Plan Managers whenever you like.

Switching is a quick and easy process and won’t cost you a cent.

There are just 3 steps to making a switch:

STEP 1

Tell your existing Plan Manager you’re switching to a new provider. If you’re unsure of exactly what to say, feel free to copy and paste this text into an email for your existing Plan Manager:

Dear X,

I’m writing to let you know, I wish to exit your service for NDIS plan management. I have completed a service agreement with another plan manager and would like to commence plan management with them as soon as possible.

Please email me back to confirm you have received this request, stating the date you will release my service booking, so I can complete the transition.

Thank you for your assistance.

[Your full name]

NDIS Number xxxxxxxx

Keep in mind that most Plan Managers have a 30 day notice period in their Service Agreements to allow time to finalise processing of invoices and claims prior to transfer. So if you're making the switch, this is a good place to start. We recommend notifying your currently Plan Manager in writing so that you can retain a record of the email.

STEP 2

Let your new Plan Manager know you want to sign up with them. Of course, we are hoping that’s US! If so, you can do that here via our online sign up form

Most providers have a 30 day notification period for cancelling services, although some may process the exit sooner. This gives them a chance to receive and process any outstanding invoices and claims relating to your plan. You can ask to have this period shortened, but we always recommend that you communicate this in writing, and ensure they confirm the final date of service.

STEP 3

As soon as your existing provider cancels your service with them, (ie processes your exit), your new Plan Manager can activate your account with them and begin processing your invoices from your current NDIS plan.

Changing Plan Managers is easier than you think and your new Plan Manager will handle most of the work once you give the go ahead. So… what are you waiting for?!!!

Searching for answers?

Check out our FAQ page for more!

Navigating your NDIS journey can be confusing, overwhelming and super stressful. We have pulled together a range of useful resources to make finding what you need quick and easy

Frequently Asked Questions

Say hello to The Plan Experts

Say goodbye to invoice overwhelm

Stop waiting weeks for reimbursements

Why choose The Plan Experts?

At TPE, we work hard to provide you with personalised support and advice, to ensure you maximise the benefits of your funding as you work toward achieving your goals

Got an idea that you think fits with your goals and is reasonable and necessary? Some Plan Managers are quick to say no.

At TPE we work with you to explore all the possibilities – we put in the extra effort to make things happen. If there’s a way to make something happen, you can be sure we’ll find it.

Did you know?

We use market-leading technology to ensure we can process claims and make payments as fast as possible

We work closely with our tech partners to develop and improve solutions for participants.

This means we can offer market-leading services, and have more time available for supporting you!

But I already have a Plan Manager?

Can I change my Plan Manager?

The answer is yes!

We've made our online sign up process quick and easy for you

Ready to sign up? Complete the online sign up form from any device in just a few minutes

What else can you expect from TPE?

flexible contact options

individual support

we are kind, caring and genuine

A+ record keeping and compliance

Plan Managers with lived experience, who listen and understand

we will always do what we say we will - you can count on us

How do I change my NDIS Plan Manager?

There are just 3 steps to making a switch:

STEP 1

STEP 2

STEP 3

Searching for answers?

Check out our FAQ page for more!

Navigating your NDIS journey can be confusing, overwhelming and super stressful. We have pulled together a range of useful resources to make finding what you need quick and easy

We're on your team

The Plan Experts has been built around the needs of the participant

Because that's what matters most

Still have questions? Send us a message

Keep up to date with the latest news, delivered straight to your inbox

Before you go... let's connect on social media!

Our actions speak louder