BALANCE FINANCIAL AND PLAN MANAGEMENT
Trading name of The Trustee for Mark & Kendra Caruso Family Trust
About BALANCE FINANCIAL AND PLAN MANAGEMENT
NDIS, BookkEEPING & Payroll Specialists
Coverage & languages
Frequently asked questions
Is BALANCE FINANCIAL AND PLAN MANAGEMENT NDIS registered?
Yes. BALANCE FINANCIAL AND PLAN MANAGEMENT is registered with the NDIS Quality and Safeguards Commission as an approved plan management provider. You can verify their registration at the official NDIS provider finder.
How much does plan management through BALANCE FINANCIAL AND PLAN MANAGEMENT cost?
By NDIS regulation, plan management fees are paid from a dedicated Improved Life Choices line item in your plan. You do not pay BALANCE FINANCIAL AND PLAN MANAGEMENT directly — there is no out-of-pocket cost to participants.
Does BALANCE FINANCIAL AND PLAN MANAGEMENT operate in Victoria?
BALANCE FINANCIAL AND PLAN MANAGEMENT is based in Victoria. Most plan management is handled remotely via phone, email and online systems, so they can support participants across multiple locations.
Can I switch to a different plan manager?
Yes. Switching plan managers is free and does not require an NDIS plan review. You can change at any time by providing written notice to your current provider, then signing with your new plan manager. BALANCE FINANCIAL AND PLAN MANAGEMENT can assist with the transition process.
Questions to ask BALANCE FINANCIAL AND PLAN MANAGEMENT
- Does this provider serve Victoria, or only certain regions?
- How quickly are invoices usually processed? (Some managers pay in 2–3 days, others take 2–3 weeks.)
- Do they offer communication in your preferred language?
- Is there a dedicated contact person, or a shared inbox?
- Do they offer a client portal or app to track spending in real time?