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MoneyMasterminds is here to take the financial stress away from you, either by undertaking the entire plan management process, or training you to undertake this process yourself.

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Send us a message to discuss how we can support your NDIS and financial needs.

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MoneyMastermind is here to take the financial stress away from you, either by undertaking the entire plan management process, or training you to undertake this process yourself. We Dare to be Different by offering you service with a personal touch from honest, respectful, caring representatives who will help you throughout the financial process, ensure your service providers will be paid, and provide you with regular alerts on the status of your plan.

The goal of MoneyMasterminds from a plan management point of view is to provide both participants and their providers with the customer service usually offered by business, and the personal care needed for this industry. We look forward to providing the peace of mind that the financial aspects of a plan will be taken care of, allowing all the opportunity to concentrate on providing the participant with the best services possible.

MoneyMasterminds’ Plan Management services for participants include:

  • Maintaining detailed records in case of audit

  • Receive invoices from your service providers

  • Ensure accuracy of invoices and all services were provided

  • Lodge service provider invoices through the NDIA portal

  • Pay service providers once payment received from NDIS

  • Provide monthly statements of what remains in your plan to Participants and/or Plan Nominees

  • Send you and your support coordinator monthly statements

  • Give you access to all information on your plan through an app

  • Give your support coordinator access to all information on your plan through a secure website.

  • Assist in ways your funds can be used flexibly and offer suggestions on funding options for meeting future goals.

  • Constant review of plan funds and notification to support coordinators and participants/nominees when category funds are running low.

  • The ability to quarantine funds for a provider based on receiving a participant/nominee signed service agreement. This allows funds to be set aside for the providers use and gives a clearer visibility of available funds.

  • Quick response to emails and phonecalls, without leaving you waiting for too long

  • Flexibility in invoice and reimbursement receipt delivery, we work with you to make it as easy as possible on you.

  • Liaising with the NDIS with respect to the viability of requested services