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NDIS Plan and Financial Management

Sydney, Blue Mountains, Hunter and Illawarra

Providing Choice & Control With
Your NDIS Plan

NDIS Financial Plan Management is a truly frustrating area for most participants. Navigating the world of plan co ordination, reviews, claims, payment and so on is one that can be time-consuming and confusing.

At Marli & Moe we have built a network of NDIS Plan and Finance Managers across New South Wales. We have learnt from inside the machine from a participant’s viewpoint. Our central tenant is that the participant always comes first. Always.

We will liaise with you in person, come to your home to discuss your needs and tailor a package and a communication program and provide you with an accredited NDIS Financial Plan Manager provider that is appropriate your lifestyle, goals, needs and wants.

You will always feel supported at Marli & Moe with our allied NDIS Plan and Finance Managers.

NDIS plan management

What is NDIS Financial Plan Management?

NDIS Financial Plan Management at its core provides assistance and recommended guidelines to NDIS registered participants to manage all the financial aspects of the Plan.

NIDS Financial Plan Management can be provided and coordinated in two ways:

  • Financial support with service intermediary (support coordination) assistance; or
  • Financial intermediary assistance

Buy having an NDIS Plan manager you are in complete control of your supports and how you receive them. A plan manager is there to take care of the compliance, paperwork and payment of your NDIS services. Some of the services that an NDIS Financial Plan Manager can offer can be;

  • Receiving invoices and making payment to providers of services.
  • Expense claims processing
  • Making payments to providers
  • Developing monthly statements for participants
  • Reviewing invoices to ensure they are genuine and services were provided;
  • Provide training and assistance in financial and organisational skills
  • Developing a timeline budget and oversight of managing funds and making sure they are allocated appropriately
  • Liaising and connecting with the NDIS on the client's behalf.
  • Developing monthly statements for participants
  • claiming for payment from NDIS

The Marli & Moe Difference


  • Localised Support:
    Our Support Coordination staff are local people who know their regions and providers inside out.
  • Professional, Qualified & Friendly Team:
    A highly skilled and experienced team of Support Coordinators & Specialists with a variety of skills to support you to achieve your goals. They’re committed every client's needs, trained in excellence in communication and client handling.
  • Oversight:
    Consistent monitoring of the performance of services. We help develop participant resilience in their own network and community.
  • Extended Opening Hours:
    From 8 am until 7 pm five days per week, getting in touch is that easy. We’re only a phone call away.

Our NDIS Support Coordination Team

Meet some of our team members

support coordinator NDIS

Jemma Grunsell Kerr

General Manager - Marli & Moe
support coordinator NDIS

Stephanie Gaynor

NDIS Support Coordinator
support coordinator NDIS

Cherie Williams

NDIS Support Coordinator
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