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Plan Partners

Full company profile

uuid000tjaj

Namestring
Plan Partners
Legal namestring
Plan Management Partners
Company typeenum
Private
Founded yearint
2017
Descriptiontext

Plan Partners is an Australia-based NDIS plan management and support coordination provider, founded in 2017 in Blacktown, Sydney. The company operates as a subsidiary of MMS and runs five offices across Victoria (Melbourne headquarters), New South Wales (Chatswood), Queensland (Brisbane), South Australia (Adelaide) and Western Australia (West Perth). It serves NDIS participants, their families, registered and unregistered service providers, and professional support coordinators.

The company's core product is plan management, in which it processes participant invoices, pays service providers, manages reimbursements, and tracks NDIS budgets on behalf of participants. A secondary offering is support coordination, helping participants find providers and build plan-management independence. The technology platform comprises three role-specific dashboards (Participant, Service Provider, Support Coordinator) accessible via web and mobile, supported by FastPayment next-day reimbursement processing, an NDIS-aligned Budget Calculator, a Price Guide Navigator, and an ISO 27001-certified onshore security infrastructure with a dedicated fraud response team that detected $67 million in fraudulent invoices in FY25.

Revenue is generated on a recurring, NDIS-funded basis: plan management and support coordination are paid by the NDIA under Capacity Building supports, with no direct cost to participants. The go-to-market combines a sales-led direct motion (phone-based inside sales and a self-serve online registration portal) with a channel partner motion driven by service providers and support coordinators who refer participants. Distribution is supplemented by five state offices and a content-led marketing function spanning a Knowledge Centre, eBooks, video, newsletters, webinars, and community partnerships such as Wheelchair Rugby Australia.

Short descriptiontext

Plan Partners is an Australia-based NDIS plan management and support coordination provider, serving individual NDIS participants, service providers and support coordinators across five state offices via three role-specific dashboards and NDIS-funded recurring revenue.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersRichmond, Australia
HQ citystring
Richmond
HQ countrystring
Australia
HQ regionstring
Oceania
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
NDIS plan management, support coordination, disability services, NDIS fund administration, participant budget tracking
Industry1 code
1Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing)
CodeFSAIAGAIPrimaryYes
NAICS code2 codes
  • Health and Welfare Funds525120
  • Services for the Elderly and Persons with Disabilities624120
SIC code1 code
  • Hospital & Medical Service Plans6324
Product category
NDIS Plan Management
Social media profiles1 record
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model2 records
1NDIS Plan Management
TypeSubscription Recurring
Description

Plan management services are fully funded by the NDIS under Capacity Building / Improved Life Choices. Plan Partners handles all NDIS invoice processing, payments, and reimbursements on behalf of participants. This is a recurring revenue stream paid by the NDIA for each participant enrolled. All NDIS participants are eligible for plan management — it is their legal right to request it during their planning meeting.

planpartners.com.au
2NDIS Support Coordination
TypeSubscription Recurring
Description

Support coordination is a capacity building support funded by the NDIS. The NDIS decides each case individually for eligibility. Services include helping participants find and connect with service providers, set up service agreements, and build independence in managing their NDIS plan.

planpartners.com.au
Marketing channels9 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components1 value
Personnel
Pricing details1 tier
1NDIS-funded Plan Management — available to all NDIS participants at no direct cost
ModelSubscriptionBilling cadenceAnnual
Notes

Plan management is covered by the NDIS under Capacity Building supports. All NDIS participants are eligible and just need to ask for it during their planning meeting. Switching plan managers is free and can be done at any time without waiting for a plan review.

planpartners.com.au
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Plan Partners provides NDIS plan management and support coordination services for Australian National Disability Insurance Scheme participants. The company handles all invoice processing, payments to service providers, and reimbursement submissions on behalf of participants, while delivering support coordination to help participants find and connect with service providers and build independence. Services are delivered through three purpose-built dashboards (participant, service provider, and support coordinator) and are fully funded by the NDIS at no direct cost to participants.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • In FY25, Plan Partners' dedicated fraud response team detected $67 million in fraudulent invoices, protecting participant funds.
+3 more records
Product overview1 text field

Plan Partners offers a unified NDIS plan management and support coordination platform. The core offering consists of Plan Management and Support Coordination services, supported by three interconnected dashboards (Customer/Participant Dashboard, Support Coordinator Dashboard, and Service Provider Dashboard) that enable real-time budget tracking, invoice processing, and fund management. The platform includes complementary tools: Price Guide Navigator for NDIS pricing lookup, Budget Calculator for support cost estimation, a Knowledge Centre with articles and guides, and downloadable eBooks on autism, mental health, and intellectual disability. All dashboards are accessible via desktop, tablet, and mobile with app availability.

Product and service1 record
1Plan Management
Scale indicator7 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierNotableTypeStrategic or Co-development Partner
Description

Plan Partners has a collaborative partnership with Wheelchair Rugby Australia aimed at enhancing accessibility and inclusion in wheelchair rugby. The partnership supports the growth of the sport and helps the disability community get the resources needed to feel valued, respected, and empowered to reach their full potential. Damo from Wheelchair Rugby Australia is featured in Plan Partners' marketing materials.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers7 records
TypeDirect peer
Description

Australian NDIS plan management provider offering similar dashboard-based plan administration and support coordination services to NDIS participants nationally. Directly comparable in business model, customer segment (NDIS participants), and revenue model (NDIS-funded recurring).

TypeEmerging player
Description

Australian digital marketplace connecting NDIS participants with support workers. Operates in the broader NDIS ecosystem serving the same customer base but with a different service model (marketplace vs. plan administration), representing an adjacent digital-first approach to disability services.

TypeDirect peer
Description

Australian NDIS plan management provider serving NDIS participants with invoice processing, budget tracking, and provider payments. Operates in the same NDIS-funded plan management category with comparable recurring revenue model.

TypeBroad incumbent
Description

Large diversified Australian healthcare, wellbeing, and financial services mutual offering NDIS-aligned disability and aged care services alongside health insurance, banking, and retirement living. Relevant as a broad incumbent with overlapping disability services capability.

TypeBroad incumbent
Description

One of Australia's largest disability and out-of-home care providers offering a broad portfolio of NDIS-aligned services including support coordination. Comparable as a large incumbent in the broader disability services space, though much broader than Plan Partners' plan management focus.

TypeBroad incumbent
Description

Large Australian disability services provider offering accommodation, support coordination, and lifestyle services to NDIS participants. Operates in the same NDIS-funded ecosystem but as a broad incumbent across the full disability services value chain rather than a focused plan manager.

TypeEmerging player
Description

Australian online platform connecting people with disability to support workers. Competes for the same NDIS participant wallet but offers a different service category (support matching) rather than plan administration, making it an adjacent emerging player in the disability services ecosystem.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers10 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles5 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Plan Partners

NDIS Plan Managementplanpartners.com.au

Plan Partners is an Australia-based NDIS plan management and support coordination provider, serving individual NDIS participants, service providers and support coordinators across five state offices via three role-specific dashboards and NDIS-funded recurring revenue.

What Plan Partners does

Plan Partners is an Australia-based NDIS plan management and support coordination provider, founded in 2017 in Blacktown, Sydney. The company operates as a subsidiary of MMS and runs five offices across Victoria (Melbourne headquarters), New South Wales (Chatswood), Queensland (Brisbane), South Australia (Adelaide) and Western Australia (West Perth). It serves NDIS participants, their families, registered and unregistered service providers, and professional support coordinators.

The company's core product is plan management, in which it processes participant invoices, pays service providers, manages reimbursements, and tracks NDIS budgets on behalf of participants. A secondary offering is support coordination, helping participants find providers and build plan-management independence. The technology platform comprises three role-specific dashboards (Participant, Service Provider, Support Coordinator) accessible via web and mobile, supported by FastPayment next-day reimbursement processing, an NDIS-aligned Budget Calculator, a Price Guide Navigator, and an ISO 27001-certified onshore security infrastructure with a dedicated fraud response team that detected $67 million in fraudulent invoices in FY25.

Revenue is generated on a recurring, NDIS-funded basis: plan management and support coordination are paid by the NDIA under Capacity Building supports, with no direct cost to participants. The go-to-market combines a sales-led direct motion (phone-based inside sales and a self-serve online registration portal) with a channel partner motion driven by service providers and support coordinators who refer participants. Distribution is supplemented by five state offices and a content-led marketing function spanning a Knowledge Centre, eBooks, video, newsletters, webinars, and community partnerships such as Wheelchair Rugby Australia.

Plan Partners firmographics

Firmographics
Name
Plan Partners
Legal name
Plan Management Partners
Website
https://planpartners.com.au
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
101–250 employees
Short description
Plan Partners is an Australia-based NDIS plan management and support coordination provider, serving individual NDIS participants, service providers and support coordinators across five state offices via three role-specific dashboards and NDIS-funded recurring revenue.
Ownership category
akta.pro rank

Plan Partners industry classification

Industry
Product category
NDIS Plan Management
NAICS
Health and Welfare Funds (525120), Services for the Elderly and Persons with Disabilities (624120)
SIC
Hospital & Medical Service Plans (6324)
akta.pro primary industry
Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing) (FSAIAGAI)

Keywords

  • NDIS plan management
  • Support coordination
  • Disability services
  • NDIS fund administration
  • Participant budget tracking

Where Plan Partners is headquartered

Location

Headquarters

HQ city
Richmond
HQ country
Australia
HQ region
Oceania

Offices5 records

Markets served

Plan Partners business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel

Revenue model

  1. NDIS Plan Management: Plan management services are fully funded by the NDIS under Capacity Building / Improved Life Choices. Plan Partners handles all NDIS invoice processing, payments, and reimbursements on behalf of participants. This is a recurring revenue stream paid by the NDIA for each participant enrolled. All NDIS participants are eligible for plan management — it is their legal right to request it during their planning meeting.
  2. NDIS Support Coordination: Support coordination is a capacity building support funded by the NDIS. The NDIS decides each case individually for eligibility. Services include helping participants find and connect with service providers, set up service agreements, and build independence in managing their NDIS plan.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualNDIS-funded Plan Management — available to all NDIS participants at no direct cost

Go-to-market motion2 records

Distribution channels5 records

Marketing channels9 records

Plan Partners product offering

Product offering

Core offering

Plan Partners provides NDIS plan management and support coordination services for Australian National Disability Insurance Scheme participants. The company handles all invoice processing, payments to service providers, and reimbursement submissions on behalf of participants, while delivering support coordination to help participants find and connect with service providers and build independence. Services are delivered through three purpose-built dashboards (participant, service provider, and support coordinator) and are fully funded by the NDIS at no direct cost to participants.

Product overview

Plan Partners offers a unified NDIS plan management and support coordination platform. The core offering consists of Plan Management and Support Coordination services, supported by three interconnected dashboards (Customer/Participant Dashboard, Support Coordinator Dashboard, and Service Provider Dashboard) that enable real-time budget tracking, invoice processing, and fund management. The platform includes complementary tools: Price Guide Navigator for NDIS pricing lookup, Budget Calculator for support cost estimation, a Knowledge Centre with articles and guides, and downloadable eBooks on autism, mental health, and intellectual disability. All dashboards are accessible via desktop, tablet, and mobile with app availability.

Differentiator

Problem solved

Functional benefit

Products and services

  • Plan Management

Quantifiable outcome

  • In FY25, Plan Partners' dedicated fraud response team detected $67 million in fraudulent invoices, protecting participant funds.
  • +3 more outcomes

Companies that use Plan Partners

Customer profile

Named customers10 records

Segments4 records

Ideal customer profiles4 records

Plan Partners technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature6 records

Plan Partners partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Wheelchair Rugby AustralianotableStrategic or Co-development PartnerPlan Partners has a collaborative partnership with Wheelchair Rugby Australia aimed at enhancing accessibility and inclusion in wheelchair rugby. The partnership supports the growth of the sport and helps the disability community get the resources needed to feel valued, respected, and empowered to reach their full potential. Damo from Wheelchair Rugby Australia is featured in Plan Partners' marketing materials.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Plan Partners competitors and assessment

Company assessment

Direct peers

  • Leap in!: Australian NDIS plan management provider offering similar dashboard-based plan administration and support coordination services to NDIS participants nationally. Directly comparable in business model, customer segment (NDIS participants), and revenue model (NDIS-funded recurring).
  • My Plan Manager: Australian NDIS plan management provider serving NDIS participants with invoice processing, budget tracking, and provider payments. Operates in the same NDIS-funded plan management category with comparable recurring revenue model.

Emerging players

  • Mable: Australian digital marketplace connecting NDIS participants with support workers. Operates in the broader NDIS ecosystem serving the same customer base but with a different service model (marketplace vs. plan administration), representing an adjacent digital-first approach to disability services.
  • Hireup: Australian online platform connecting people with disability to support workers. Competes for the same NDIS participant wallet but offers a different service category (support matching) rather than plan administration, making it an adjacent emerging player in the disability services ecosystem.

Broad incumbents

  • Australian Unity: Large diversified Australian healthcare, wellbeing, and financial services mutual offering NDIS-aligned disability and aged care services alongside health insurance, banking, and retirement living. Relevant as a broad incumbent with overlapping disability services capability.
  • Life Without Barriers: One of Australia's largest disability and out-of-home care providers offering a broad portfolio of NDIS-aligned services including support coordination. Comparable as a large incumbent in the broader disability services space, though much broader than Plan Partners' plan management focus.
  • Aruma: Large Australian disability services provider offering accommodation, support coordination, and lifestyle services to NDIS participants. Operates in the same NDIS-funded ecosystem but as a broad incumbent across the full disability services value chain rather than a focused plan manager.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Plan Partners social profiles

Digital presence

Plan Partners compliance and trust

Trust signal

Compliance1 record

Plan Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Plan Partners leadership team

Management profile

Number of profiles

Profiles5 records

Plan Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Plan Partners M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Plan Partners

What does Plan Partners do?

Plan Partners provides NDIS plan management and support coordination services for Australian National Disability Insurance Scheme participants. The company handles all invoice processing, payments to service providers, and reimbursement submissions on behalf of participants, while delivering support coordination to help participants find and connect with service providers and build independence. Services are delivered through three purpose-built dashboards (participant, service provider, and support coordinator) and are fully funded by the NDIS at no direct cost to participants.

Is Plan Partners a public or private company?

Plan Partners is a private company. It is classified as corporate owned and is currently operating.

When was Plan Partners founded?

Plan Partners was founded in 2017. It employs 101 to 250 people.

Where is Plan Partners based?

Plan Partners is headquartered in Richmond, Australia, in the Oceania region.

How does Plan Partners make money?

Two revenue lines are on record. NDIS Plan Management is the primary driver. The others are NDIS Support Coordination.

Who are Plan Partners's main competitors?

Direct peers on record are Leap in! and My Plan Manager. Emerging players are Mable and Hireup. Broad incumbents are Australian Unity, Life Without Barriers and Aruma.

Does Plan Partners have an API?

No public API is recorded for Plan Partners.

What industry is Plan Partners in?

Plan Partners's product category is NDIS Plan Management. Its primary akta.pro industry code is FSAIAGAI, Medicare Plan Administration & Third-Party Services (TPA/BPO, Enrollment, Billing). Its NAICS code is 525120 and its SIC code is 6324.

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