Prudent Plan Management

Very prompt and efficient service, monthly reports that are easy to understand, recommended for NDIS Plan management. Superb customer service. Five out of 5 stars from me and my family including a profoundly disabled brother. In appreciation and with thanks. Some months later and this team are still some of my favourite humans. Thank you in appreciation from a guardian and family member.

Amazing service with an experienced team. Laura has been very helpful in navigating and explaining my son’s plan and any other queries along the way. We always receive prompt and knowledgeable response. We are very happy we chose Prudent Plan Management.

I have found Prudent Plan Management service delivery to be consistent and reliable. Communication has been clear and accessible, and matters raised have been acknowledged and addressed in a timely manner. Invoices are reviewed prior to processing in line with requested requirements, supporting appropriate financial oversight and compliance. Where invoices are not endorsed, there is a clear process for follow-up and notification. Customer service has been professional and responsive. My primary contact, Krisha, has maintained clear communication and provided appropriate support when required. Overall, Prudent Plan Management has demonstrated structured processes and dependable service delivery within the scope of plan management.

I’ve have always had a positive experience with Prudent Plan Management. The team is professional, responsive, and makes everything feel simple and stress-free. A special shout out to Katrina, who has been absolutely amazing to deal with. She is always friendly, efficient, and genuinely helpful, going above and beyond to make sure everything is handled smoothly. It makes such a difference having someone so reliable and easy to communicate with. Highly recommend Prudent Plan Management to anyone looking for a supportive and well-organised service.

This is actually our second year working with Prudent. I was referred to them, and I have never regretted it. I want to especially thank Krisha for taking the time to explain what each part of my son's fund means. Before, I couldn't understand the statements I received each month. I reached out to her via email, asking for clarification on terms such as the core budget, capacity support, and all funding details. She immediately scheduled appointment for the next day. I am very grateful for her help. My satisfaction was so high that I wanted to share my experience. Thank you, Krisha Nicole Marucot, as anything worth doing is worth doing well. You should be proud of your level of understanding of your job.