Be Prepared for your NDIS Meeting

You may meet the NDIS reviewer face to face or over the phone.  The things they will ask you:

  • your personal details
  • your community and mainstream supports
  • how you manage every day activities
  • your safety, including equipment, accommodation or help to take care of yourself or your home
  • the goals you want to pursue
  • ways to manage your plan
  • the support you need to use your NDIS plan.

If you meet face to face they will review your request for assistance and explain  the relevant documents that you need to complete.

If you have a phone interview you will need to make sure you have completed the following:

  • Booklet 2 – Planning. If you don’t have a physical copy, you can download a copy.
  • Make sure you know when your phone appointment is, and who it will be with.
  • Find a quiet place to have the call where you can focus. Planning meetings can take over an hour depending on your situation.
  • Make sure you have your phone with you, it is charged and you are in a space with good reception.
  • Have any reports or assessments with you. If possible, send them to your early childhood partner, LAC or NDIA Planner before the call.
  • If you want a friend, family member or someone to help you with the meeting, make sure they are available and make sure that only one person talks at a time.


Get Your Guide

We created this handy checklist to help you prepare for your planning meeting.

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Provider Access

Are you looking for a speech pathologist or physiotherapist? We can refer you to our trusted providers on request.

Budget Tracking APP

Our mobile app gives you the freedom to review your Plan and claims at your convenience. The App will show what payments have been made, and you can review your allocations at any time to ensure your spending is on track.

We can also issue monthly statements vie email on request.

Daily Claims & Payments

Nexzen Plan Management guarantee fast turnaround of invoice payment. We give you the option to approve invoices via our mobile app. Once approved we guarantee payment to your providers within 48 hours. If you reject a payment request for any reason we will work with the provider to review the payment request to your satisfaction.

Dedicated Expert Plan Manager

When you join Nexzen Plan Management you will be allocated a dedicated Plan Manager. This person will be your main contact, and will answer your questions and follow up on queries. They will understand your needs and expectations because they will closely work with you from your first contact. They will assist you to plan how you want your funds to be spent and with overall financial management and reporting.

No Cost to you

Plan Management funding is not part of your NDIS allocation, it is separate, therefore it doesn’t impact on the funds you have for your required supports. This funding includes an establishment fee amount, which covers the initial cost of establishing the financial arrangement between you and the Plan Manager, and a monthly processing fee claimed by the us directly to NDIS. This fee covers financial administration expenses, invoice payment and monitoring of your budget.