Plan Management Referrals

How to refer a participant

Plan Tracker is a national provider of Plan Management. If one of your participants or families chooses to use Plan Tracker as their Plan Manager, they can easily get started in one of the following ways:


Email a copy of the participant’s NDIS Plan & Nominee details (name, email & mobile number) to our team 

Register Online

You can assist the participant you are referring to register online with us by completing the form below.

Contact Us

Contact our customer care team
P 1800 549 670

*A personalised service agreement will be sent to the nominated email address, to review & sign online. No need to print means we’re saving trees & time (yay!)

Our Difference

At Plan Tracker, we’re truly passionate about simplifying the NDIS for participants, families, carers, and the wider community. As a registered NDIS Plan Manager, we have created a dedicated team with lived experience and we’ve made it our mission to provide tools and services to support participants & families to better self-direct their NDIS funds.

By adding Plan Tracker to your team as your Plan Manager, you’ll enjoy the confidence of:

Plan Management – Online Registration

Get started in under 5 minutes!

If the participant would prefer, you can download a blank service agreement here and send the completed agreement with a copy of their NDIS Plan to our Customer Care Team via email or post. 🙂 

Participant Details - Step 1 of 4

Participant Details

Address Details

Need a hand?
Chat with our team.

Whether you’re looking for a Plan Manager for yourself or a loved one, have a question or would like to refer a participant, our friendly team are here to help!

Call us today 1800 549 670


Plan Management,
made easy.

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What our customers say

Easy to contact and pays on time. Very friendly too. Couldn’t ask for any other Plan Manager.

“Plan Tracker have been amazing. Finally I’ve had a smooth experience, no stress, they are super fast with communication and so helpful. And their app is great, plus the fact that I get sent weekly budget updates… I wouldn’t hesitate in recommending Plan Tracker to everyone.”

“Highly recommended. Friendly team, awesome prompt communication and pay invoices really fast. All of my service providers give great feedback on how fast their invoices are paid. If you’re looking for a good plan manager then sign up with these guys.”

The best thing we did was use Plan Tracker. Excellent support and fantastic at all things NDIS. Plan Tracker has taken the worry away. Thank you.

“I got a new Plan Manager called Plan Tracker and in two weeks, we have everything delivered that we’ve been requesting for 10 months.”

I would like to refer my first customer to Plan Tracker.