What My Plan Manager does

My Plan Manager is Australia's largest NDIS (National Disability Insurance Scheme) plan management provider, founded in 2014 by Claire Wittwer-Smith — a former National Disability Insurance Agency employee with a background in special education and disability policy. The company serves NDIS participants who choose to "plan-manage" their funding, handling budget tracking, invoice processing, provider payments, claims lodgement with the NDIA, and financial reporting across the lifetime of each participant's plan. It also serves NDIS service providers through a dedicated Provider Portal, and currently supports nearly 50,000 participants and works with 60,000+ providers across all Australian states and territories.

The core platform comprises a Client Portal (web), a Provider Portal, a mobile application on iOS and Android, and a public Invoice Tracker — collectively enabling 24/7 visibility into plan budgets, funding periods, claims history, and invoice payment status. The platform's differentiating technology layer is a proprietary anti-fraud and compliance system that runs 30+ automated checks on every claim against NDIS Pricing Arrangements and Price Limits; in the last financial year alone this system blocked more than 250,000 non-compliant claims and prevented more than $310 million in incorrect payments.

The business model is funded by the NDIA under a separate "plan management" budget category within each participant's NDIS plan, meaning there is no out-of-pocket cost to participants. Revenue is therefore tied to per-participant plan management fees set by the NDIA, with participants effectively underwritten by a single government counterparty. Distribution is direct-to-consumer, combining digital self-service onboarding with phone-based welcome and switching teams, and is supplemented by content marketing, social media, events (disability expos), and an email newsletter. The company is privately held, has 101–250 employees, is headquartered in Adelaide, and reports a 92% retention rate among participants who switch to its service.

Name

My Plan Manager

Legal name

My Plan Manager.com.au Pty Ltd ACN 617 963 676

Website

https://myplanmanager.com.au

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

101–250 employees

Short description

My Plan Manager is Australia's largest NDIS plan management provider, serving nearly 50,000 participants and 60,000+ providers nationally with budget tracking, invoice processing, and claims management delivered through web, mobile, and proprietary anti-fraud technology, funded by the NDIA at no cost to participants.

Ownership category

akta.pro rank

Product category

NDIS Plan Management Services

NAICS

Health and Welfare Funds (525120)

SIC

Hospital & Medical Service Plans (6324)

akta.pro primary industry

Disability Benefits Administration (BPAIAKAC)

akta.pro secondary industry

Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI)

Keywords

• NDIS plan management
• Disability funding administration
• Invoice processing services
• NDIS provider portal
• Budget management platform

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. NDIS Plan Management Fees: Plan management services are funded by the NDIS (National Disability Insurance Agency) through a separate budget category within participant NDIS plans. The fees are paid directly by the NDIS government to My Plan Manager, at no cost to participants. This is a recurring revenue model based on the number of participants managed and the funding arrangements with the NDIA.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

My Plan Manager provides NDIS-registered plan management (financial administration) services to National Disability Insurance Scheme participants who choose to plan-manage their funding. The company manages participant budgets, processes and pays provider invoices, lodges claims with the NDIA, and produces financial reporting across the lifetime of an NDIS plan, delivered via a proprietary client portal, mobile app, and provider portal at no out-of-pocket cost to eligible participants.

Product overview

My Plan Manager is Australia's largest NDIS plan management provider offering a unified service platform that combines core plan management functions (budget management, invoice processing, provider liaison, and financial reporting) with integrated technology products including a Client Portal, Provider Portal, Mobile App (iOS/Android), and Invoice Tracker. The platform enables NDIS participants to manage their funding while providing tools for service providers to submit and track invoices, all accessible through web and mobile interfaces with no cost to eligible NDIS participants.

Differentiator

Problem solved

Functional benefit

Products and services

• NDIS Plan Management Core NDIS-registered plan management service for eligible NDIS participants. Includes management of the participant's NDIS plan budget, provider liaison, processing of invoices, lodgement of claims with the National Disability Insurance Agency (NDIA), independent guidance on what can be claimed, and accurate financial reporting across the lifetime of the NDIS plan. Delivered at no out-of-pocket cost to participants whose NDIS plan includes plan management funding, which is paid directly by the NDIA.
• Client Portal Secure online portal for NDIS participants providing 24/7 access to NDIS plan budget, funding periods, claims history, and spending reports; supports invoice and reimbursement claim submission and spending limit alerts via SMS.
• My Plan Manager Mobile App iOS and Android mobile app for NDIS participants offering 24/7 access to NDIS plan budget, funding periods, claims history, and spending reports, with SMS login, invoice submission, and click-to-call support.
• Provider Portal Dedicated portal for NDIS service providers (registered and unregistered) to submit invoices, view invoice history, and check payment status for supports delivered to plan-managed participants.
• Invoice Tracker Public web tool that lets NDIS providers check the payment status of invoices they have submitted to My Plan Manager, using ABN and invoice details, without needing to log in.
• Support Coordinator Hub Dedicated resource hub providing NDIS support coordinators with guidance, tools, and resources to assist the plan-managed participants they work with.

Quantifiable outcome

• 92% retention rate - people who switch to My Plan Manager stay with My Plan Manager
• +4 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Leap in!: One of Australia's largest NDIS plan managers, offering nearly identical plan management services to participants. Direct head-to-head competitor for NDIS plan management market share with similar technology-platform-led approach.
• Ateva: Australian NDIS plan management provider offering participant-facing financial administration services. Operates within the same NDIS plan management category with overlapping customer base and value proposition.
• Plan Partners: Major Australian NDIS plan management provider serving thousands of participants with comparable budget management, invoice processing, and provider payment services. Direct competitor in the same regulatory and funding framework.
• NDSP Plan Managers: NDIS-registered plan management provider in Australia offering budget tracking, invoice processing, and provider payments. Competes directly with MPM for plan-managed NDIS participants.
• MyIntegra: Australian NDIS plan management provider with technology-enabled service delivery for participants. Directly comparable in target customer, regulatory framework, and core service offering.
• Plan Management Australia: NDIS plan management provider serving participants across Australia with similar financial administration services. Operates as a direct competitor in the same government-funded scheme.

Emerging players

• carecare: Australian disability and aged care administration platform supporting participants and providers. Overlaps with MPM in financial administration workflows for NDIS and adjacent government-funded programs.

Broad incumbents

• St Jude's Disability Services: Established Australian disability services provider that includes plan management among a broader portfolio of disability support, accommodation, and therapy services. Competes in plan management as part of a wider disability services offering.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/myplanmanager
• LinkedInlinkedin.com/company/my-plan-manager
• Xx.com/myplanmanager

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about My Plan Manager