Call Us

07 4334 0002

a

Hervey Bay Plan Management

NDIS Plan Management
Get Support and Peace of Mind

Call Us Today on 07 4334 0002 to Schedule an Appointment

Hervey Bay Plan Management

About Hervey Bay Plan Management

Hervey Bay Plan Management was established in January 2020 by Cassie Patterson. Starting out as a small sole trader business with 3 participants, we’ve grown to now service hundreds of participants across the Fraser Coast. Our friendly team work to assist our participants with navigating the financial side of their NDIS plans and ensuring that funding is spent in a compliant manner while maintaining participant choice and control. Contact us today to find out how we can assist you.

Service Agreement

What The Service Agreement Is Used

Want to sign up and use our services? Use the form below to digitally sign our service agreement. Once received, one of our friendly staff will be in contact to discuss the next steps.

Service Agreement

Plan Management Service Agreement

    Participant Information

    Participant’s Full Name*

    NDIS Number

    Participant’s Date of Birth

    Participant’s Residential Address

    Participant’s Postal Address

    Participant’s Contact Number

    E-mail*

    Nominated Representative (If representative is a child or has appointed a nominee)

    Nominated Representative’s Relationship to Participant

    Do you wish to approve each invoice individually or auto-approve all invoices?*

    if you choose to approve each invoice individually the invoices will be emailed to them to approve before payment is processed.

    Secondary Contact Information (support coordinator or other)

    Secondary Contact Name

    Contact Number/s

    Email Address

    Relationship to Participant

    If Support Coordinator, please provide

    Company Name

    ABN

    Company Email

    Address

    Acceptance of Service Agreement

    Attach/upload your NDIS plan

    Name

    Date

    Latest Updates

    News and Blogs

    What are the NDIS changes that came into effect on 3 October 2024 and how will they impact participants? From 3...

    read more
    Hervey Bay Plan Management

    Resources

    hide-exp
    NDIS Support Categories
    There are many support categories under the NDIS, all funding different activities. Click here for a list of NDIS Support Categories and what they cover
    Reasonable and Necessary
    Before being funded by the NDIS, you’ll need to determine that the expense is both reasonable and necessary. Click here for information on how to determine if an expense is reasonable and necessary.
    Assistive Technology
    Click here for information on assistive technology under the NDIS.
    Price Guide and Support Catalogue
    All expenses funded by the NDIS must adhere to the current price guide and support catalogue. Click here for the current NDIS price guide and support catalogue.
    NDIS Provider List
    Finding a registered NDIS provider can be tricky. Click here for a list of NDIS providers.
    NDIS Booklets and Fact Sheets
    Click here for further NDIS Booklets and Fact Sheets to help you understand your plan and how to use it.

    Have more questions?

    Call 0743 340 002

    Certifications and Associations

    Brand Name
    Brand Name
    Brand Name
    Brand Name

    Address

    7/107 Boat Harbour Drive,
    Pialba QLD 4655

    Phone Number

    Email Address

    admin@hbplanmanagement.com
    PO Box 528, Hervey Bay QLD 4655