About Us
Who are we?
Located in Western Sydney, we are a boutique plan management business. We seek to embrace the use of technology to create a seamless experience for every participant and their families. We have a passion for compassionate care for all people with different abilities and aim to uphold this.
Daniel – Plan Manager/Director
Our founder is a Chartered Accountant with over 9 years of experience in the industry. He also has a bachelors degree in accounting and a Masters in Financial Planning giving him more than the necessary skills to help you maximise your plan to assist you in achieving your goals.
He has personal first-hand experience managing complex NDIS plans as he managed his father's NDIS plan for the duration of his care. This allowed him to develop a passion for compassionate and considerate care for those needing to utilise the NDIS.
He is a proud dad to his young daughter with his beautiful wife. Outside of Plan Management, he spends his time serving at his local church and spending time with family.
Josephine – Director/ Office Manager
Our co-founder has a background as a Registered Nurse, working in healthcare for 3 years. Additionally, over the years has been involved in numerous community events working along-side disability support networks, as well as personal exposure to managing long term NDIS plans.
She is a proud mum to her young daughter with her husband. Outside of Plan Management, she spends her time caring for her daughter and spending time with family.