More Time to Live Life

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My Spending Planner

Achieve 100% usage of a Participants Plan

So how does it work?

My Spending Planner builds a budgeting solution by:

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• selecting items from the NDIS price guide

• nominating frequency

• calculating the yearly cost

• ensuring overspending or more importantly  under spending does not occur

• maximises the possible services the participant can receive

• produces a .pdf report which can be saved, emailed or printed

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My Spending Planner is essential for service providers and participants.

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My Spending Planner tailors a unique combination of services to create a yearly spending budget, to ensure a Participants budget is 100% utilised.

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Participants feel empowered and this increases their capacity to manage their own funds.

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Providers build positive relationships fostered by collaboration. 

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Who should use My Spending Planner?

Support Coordinators

My Spending Planner can:

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• help you break down a participant’s budget and allocate service providers

• Give you easy access to the up to date NDIS rates, no cumbersome website to navigate

• Reduce human error when calculating costings, no more spreadsheets

• create a  professional looking PDF to be emailed or printed

• has a standardised framework for creating plans for all your Participants

• allows for flexibility - the spending plan can be saved or  amended many times

• can be cloned, no need to create a new plan every time

• Meets many of the roles and responsibilities of Support Coordinators and can be given to a Participants Plan manager so that they know who will provide the service and what line item to claim the funds.​

Multi Service Providers

My Spending Planner:

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• Can be included in Service Agreements where multiple services are detailed and costed including their line item number.

• Allows you to see funding allocations to different programs in your organisation

• Will cut down on admin time as a Service Agreement can quickly be developed  for customers who require similar services

• See all your Participants in one area, with all their Service Agreements neatly filed and easily accessible

Participants

My Spending Planner will help:

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• Adults wanting services from a variety of providers

• Kids who have moved on from their Early Intervention packages and now have supports under several Support Areas

• Participants without Support Coordination in their packages

• Participants and carers who are self managing their plans and need to understand which support areas to claim services under

• Plan managed plans where a costing and list of service providers need to be provided to Plan Managers

Benefits

• Simple to use

• Saves time on cumbersome admin

• No monthly subscriptions, you only pay when you use it

• No implementation costs

• Stored safely in the cloud, transportable

• Perfect for any sized organisation or individual