A New Year, A New Service

Do you want to know more?

2021 // A New Year, A New Service!  It’s a New year.  It’s time for a change.

 According to the ancient Greek philosopher Heraclitus, “there is nothing permanent except change”. Each year, we welcome change in the form of the new year.  With that, we think about our goals for the forthcoming year.  Bigger, brighter goals than previous years. The things we want to change, the things we will change. Essentially goals are about change

Did Heraclitus foresee the National Disability Insurance Scheme? Although a philosopher, his quote could be considered a prophecy.  It certainly resonates with the NDIS’s constant state of change. NDIS Participants are experts in both goals and change.  They are adept at setting realistic and tangible goals in the ever-changing landscape that is the NDIS.  As a new service, Canny Plan Management’s goals for 2021 centre around change: To collaborate with our plan management clients to assist them to manage their funding within the organic and dynamic parameters of the NDIS, and be the positive change for our plan management clients to help them achieve their goals.


“Real People, real walks of life” is not just a tagline.  It is our motto. We live by it.  We work by it. We focus on the real person, the individual, their life, their goals, their aspirations, their today and their tomorrow. Our clients are the fabric of our values.  We chat and collaborate with our plan management clients to focus on their needs and goals.  Our regular check-in with clients keeps us in touch and focused on their goals. Our goal is that Canny Plan Management clients always know and feel that they are the centre of everything we do.


We are not just a tick the box accounts payable service.  Through our person-centred approach, we work in collaboration with our plan management clients to help manage and maximise their current + future NDIS funding to support their needs, achieve their goals and live the life they want to live.  We monitor and advise on their funding expenditures and balances. Our goal is that our Canny Plan Management clients access all their allocated NDIS funding to purchase the products and services they need.


And we’re good at it!  The Canny Group have been trusted in helping people manage their money for over 60 years.  It just makes sense that we extend what we do and offer our expertise + experience to NDIS participants.  As financial intermediary specialists, we use our budgeting skills to deep dive into our plan management client’s NDIS plan and work with the client to develop a tailored budget that fits in with their funding and their needs + goals. We highlight areas of flexibility and adjust as the plan goes along. We take the responsibility of being independent plan managers very seriously and are always conscious of the fact that we are acting as a financial intermediary for our plan management clients, and that we are managing their funding on their behalf. We provide regular reports on expenditure and balances to make sure we are doing what our clients want us to do.  Our goal is to ensure accountability and transparency in everything we do.

We’re one of the good guys. We stand on our own. We offer an impartial service without any organisational conflict of interest that goes with providing other NDIS services. We’re not influenced or co-dependent on other disability services.  We are plan managers, and that is it. Our goal is to ensure an independent financial intermediary service for our Canny Plan Management clients and that they have choice and control for purchasing the best value support services and products.


Big or small, cash flow or provider, it doesn’t matter. As a business ourselves, we get the need for payment for services rendered – and payment sooner rather than later makes everyone happy, especially the accountants.  We don’t want any disruption to the support services delivered to our plan management clients, so we ensure providers are paid efficiently and quickly. Our goal is that all plan managed invoices and reimbursements are processed and paid promptly.


We all dream of a stress-free life and having time to do the things we enjoy and want to do.  Canny Plan Management helps to realise the dream.  By taking care of the invoices and reimbursements, we do the work.  Canny Plan Management clients do not have to spend time or stress over trying to or having to navigate and wrangle the NDIS portal. There are so many better things to do with their time. Our goal is to give time back to our clients so they can actively focus on their goals and what is important to them.


We didn’t go into this lightly.  We did our research.  We saw the need for focused and experienced plan managers who put the needs of NDIS participants first. We saw the need for loud and active advocacy in the plan management space. Backed by our long standing experience, trust in the community and commitment to our clients, the real people from real walks of life, we have gone into this with a positive disruptive attitude to be the change that plan management needs and to make a difference for NDIS participants. We have done it because is important.

As the world tentatively crosses into 2021, we are leaping into it and eagerly embracing our goals.  We see it as an exciting year.  A year that will make a positive difference.  A year that will herald Canny Plan Management as being the change that was wanted.  Being the change that was needed.

Canny Plan Management l Making changes to Plan Management so get in touch with us if you or someone you know need a change in 2021.

Recent Posts

GST… Do We, Can We, Should We?

GST + The National Disability Insurance Agency… Do We, Can We, Should We? Written by: Anthea Taylor l NDIS Plan Management Team   This time last year, we wrote about...

Read More

Jana Clack – Independent Finance Broker

From working for one of Australia’s largest independent finance broking firms and taking a short hiatus before returning to the industry in 2021 to set up as a broker herself...

Read More

Steps to Starting A New Business

Steps to Starting A New Business Written by: Anshul Gupta l Accounting Team   While there are many Australians who dream about being their own boss, the reality of setting...

Read More

Assessment of the Former Home When Entering Into Aged Care

What Happens To The Family Home When Moving Into Aged Care? Written by: Samantha Butcher l Advisory Team   A question we are asked every day by our clients, who...

Read More

The ‘Power’ in Power of Attorney

The ‘Power’ in Power of Attorney Written by: Karlene Wightman l Legal Team   It’s a common myth that when you divorce or separate from your partner that your Powers...

Read More

Facts Matter

Facts Matter (When It Comes To the National Disability Insurance Agency) Written by: Anthea Taylor l NDIS Plan Management Team   As the saying goes, never let the truth get...

Read More