Terms & conditions for Financial Plan Management


As your Financial Plan Manager, our advice to you is independent and in line with the Leisure Networks’ Conflict of Business Interest policy. After reading this agreement, if you do not believe our service meets your needs, you can find further provider options on the NDIA website. 

This document outlines our responsibilities to each other to ensure Leisure Networks’ plan management services allow you to exercise greater choice and control over the supports and services you access through your NDIS funding.


As your financial plan managers, Leisure Networks will:

• Manage and monitor your NDIS plan budget within its current plan dates

• Keep accurate records on the service provided to you, the participant, and provide you with regular (at least monthly) statements showing the financial status of your plan

• Communicate openly and honestly in a timely manner

• Treat you with courtesy and respect

• Listen to your feedback and resolve any problems in a timely manner

• Protect your privacy and confidential information

• Give you notice if we need to end the service agreement earlier than the end plan date

• Provide supports in a manner consistent with all relevant laws, including the National

Disability Insurance Scheme Act 2013 and rules


When agreeing to use Leisure Networks as your Financial Plan Manager you will:

• Inform Leisure Networks about how you wish your supports to be delivered to meet your needs

• Inform Leisure Networks of any service agreements you have in place with providers and services, so that Leisure Networks can best manage your budget, ensuring it is not underutilised or overspent

• Treat Leisure Networks staff with courtesy and respect

• Talk to Leisure Networks if you have any concerns about your plan management or the services we are providing

• Give Leisure Networks notice if you need to end this service agreement early

Contact Leisure Networks immediately if your NDIS plan is suspended or replaced by a Services new NDIS plan or if you stop being a participant in the NDIS

• Approve of your personal information (name, address, contact details, age, date of birth, health information and other information relating to your support network) being kept on file, per the details below.


Your information is collected so we can safely and appropriately provide services to you. We may collect such information from third parties where it is unreasonable or impracticable for us to collect it from you directly. Your information is stored electronically by Leisure Networks and is protected by state-of-the-art cyber security and is backed up frequently.

Leisure Networks will be vigilant in protecting your personal information, as per our Privacy Policy which can be found on our website: Privacy Policy Link

In signing this agreement, you provide your consent for Leisure Networks to use your personal information in the following ways:

• Collecting personal information for the primary purpose of providing Leisure Networks services, including collecting such information from third parties where it is unreasonable or impracticable for us to collect it from you directly

• Saving your personal information on our secure Client Management System which is able to be accessed by you by contacting our Financial Plan Management Customer

Service team

• Using and disclosing personal information for the following purposes;

o Leisure Networks services

o Other purposes as may be permitted or required under the NDIS Practice Standards

o For use by our employees, related bodies corporate, agents, contractors, service providers, health providers, financial institutions payment system operators, persons acting on your behalf, regulatory bodies, law enforcement agencies and government agencies

o Your information may be shared to external parties without your consent if required or authorised by law, for example as part of an investigation or in an emergency.


Leisure Networks will receive invoices from your providers and claim your funding from the NDIA up to the amounts specified in your approved budget in your NDIS plan.

All Invoices received in the [email protected] Services email are deemed ready to pay and entered into our system to claim and make payment to your providers.

You can view Invoices on the LN Customer Portal or via the monthly statements.


From the Start Date of this agreement, Leisure Networks will automatically invoice the NDIA for the plan management services we provide to you. These fees are paid by the NDIA and do not affect your Individual Plan budgets.

o Fees Include: Plan Set up Cost and Monthly Fees


Your Service Agreement with Leisure Networks Plan Management is ongoing to ensure your continuation of services.

If you decide to end your agreement with Leisure Networks, we require 30 days notification and ask that you contact our intake team as soon as possible. Our intake team can be contacted on 03 5224 9992 or via email [email protected].

Our aim is to make your transition to a new provider as smooth as possible by having all invoices claimed and paid that have been submitted to Leisure Networks.


If you or your Guardian/Authorised Representative wishes to provide compliments, feedback, complaints or suggestions to assist with continuous improvement, we encourage you to contact us via;

Phone: (03) 5222 3911

Email: [email protected]

If you are not satisfied with the response from Leisure Networks including the opportunity to escalate your concerns through Leisure Networks management, you can contact the National Disability Insurance Agency by calling 1800 800110, visiting one of their offices in person, or visiting https://www.ndis.gov.au/contact/feed- back-and-complaints for NDIS feedback and complaints information.


Leisure Networks agree to provide you, the Participant, Financial Plan Management services – provided the funds are available on the NDIA portal for the purposes of this agreement.

All prices are GST inclusive (if applicable) and include the cost of providing the supports. Additional expenses. (i.e. things that are not included as part of a Participants NDIS supports as per the NDIS Price Guides) are the responsibility of the Participant, their Guardian/Authorised Representative and do not form part of this agreement.

** The plan end date Is Indicative and will be aligned with your current plan period

Plan Extension

In the event of a “Plan extension”, Leisure Networks will continue to provide Financial Plan Management Service unless otherwise advised. Leisure Networks will extend their service booking and continue to claim costs against the plan.

Thank you for choosing LEISURE NETWORKS as your NDIS Plan Manager, we look forward to supporting you.

If you have any questions, please contact us on the below details.

Call us (03) 5224 9992 or 1800 LNPLAN (567526)

Email us [email protected]

Visit us www.leisurenetworks.org

Leisure Networks respectfully acknowledges the traditional custodians of the lands and waters of Australia. We are committed to inclusive communities.