Financial Planning
& Capacity Building
Services for NDIS

Financial Planning for NDIS helps you take back control, manage your own personal finances and develop a new level of confidence in life. You will build your financial capacity through better understanding your money and increasing personal money management skills such as budgeting.

 

Our financial planning services work alongside your existing NDIS supports to make sure you get the very best help for your situation. We will help you to maintain your existing financial independence, we will provide you with financial mentoring and can even help you work towards exiting the Public Trustee’s Financial Administration.

Your financial planning services are fully covered, with no out of pocket expenses, when funds are available and approved for use under your NDIS Plan. 

Service Type
Description
Frequency
Delivery
Service Hours
Cost to Plan
Line Item
Line Item
Estate Planning
Estate planning strategies & assistance to prepare Wills and Powers of Attorney. Includes future care & financial provision for vulnerable persons. Legal document preparation fees additional.
Once only
F2F & Non F2F
4.5 hrs
$750
09_006_0106_6_3
01_134_0117_8_1
Financial Assessment
Initial consultation with a licensed financial adviser, options to improve your financial situation. Includes budgeting help and general financial mentoring.
Once only
F2F
2 hrs
$420
09_006_0106_6_3
01_134_0117_8_1
Ongoing Management
Monthly review of your situation, budget help and general financial mentoring. Keeping you on track and confident in your money management.
Monthly
F2F
1 hr
$210
15_035_0106_1_3
01_134_0117_8_1

My heart is geared towards helping the vulnerable and those in need of practical help with their money. Together, we can get your finances on track and keep them there - so you can develop a new level of confidence and independence. 

 

Connect with me to see how I can help you build capacity with financial planning for NDIS and to make life better.

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Shaun O'Keefe

Financial Adviser

NDIS Worker Screening ID: 11129000