Plan Management Referrals

How to refer a participant

Plan Tracker is a registered 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.

Our Difference

At Plan Tracker, we’re passionate about simplifying the NDIS for participants, families, carers, and the wider community.

 In 2022 we were awarded MOST OUTSTANDING PLAN MANAGER at the Australian Disability Service Awards. We are a registered NDIS Plan Manager with a dedicated and growing team, many of whom have with lived experience with the NDIS.

Our goal is to provide tools and services to support participants and 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:

Ready to register for award-winning Plan Management?

Get started in under 5 minutes!

If you’re with the participant now and are ready to refer, please fill in the online form below.

Alternatively please download the PT_Service Agreement_Form_fillable and send the completed agreement with a copy of their NDIS Plan to our Customer Care Team via email at or post to PO BOX 92 GOSFORD NSW 2250. 🙂 

Participant Details - Step 1 of 2

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.

Webinar Replay:
Year in Review & What's New in '22

Recorded 13 December 2021

Presented by Plan Tracker – Plan Management

Grab a cuppa and catch up on our most recent session A Year in Review, where we discussed the events that took place in 2021, the latest NDIS Quarterly Report and the Improving Support Coordination for NDIS Participants paper.

Feel free to share with friends & colleagues!

Questions? Get in touch!

Plan Tracker is a registered NDIS Plan Manager supporting participants throughout Australia.
Self-managing? Check out our Self Management App & Training.

Written Advice Template

What to include in your written advice to support a participant purchasing a device or equipment for the continuation of their supports.

Personal Protective Equipment (PPE)

Temporary changes to NDIS funding in relation to Personal Protective Equipment (PPE). Learn more about what's happening in your state.

Looking for a Plan Manager?

Whether you have a new plan or are looking to switch, the friendly team at Plan Tracker is here to help!

Independent Assessments

Learn more about the proposed new Independent Assessment Process.

Changes to the NDIS Planning Process

What you need to know about the proposed changed to the NDIS Planning Process.

Have your Say!

Have your say on the changes proposed under 'Improving the NDIS' on the NDIS website here.

Let's get social

NDIS Plan & Self Management Community

Join the conversation in our Facebook group – connect with others, share your experiences, and ask questions.

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 is here to help!

Call us today 1800 549 670