NDIS Plan Approved / New Participant

Plan Management Referral Form.

Welcome to WealthMax Group. This secure referral form helps us get a new participant’s plan management set up quickly and correctly.

Before you begin, please have the following information handy:

Participant and NDIS plan details.
Consent and any supporting documents you wish to attach.

Referral Details

First, tell us about the referral.

Date of Referral *Please select a date.

Referring Organisation *Required.

Referrer Name *Required.

Role *Required.

Email Address *Please enter a valid email.

Phone Number *Required.

Participant Details

Now, who will we be supporting?

Participant Full Name *Required.

NDIS Number *Required.

Date of Birth *Required.

Address *Required.

Preferred Contact Person

Contact Number

Email (if applicable)Please enter a valid email.

Plan Details

Tell us about the participant’s NDIS plan.

Plan Status *

Newly Approved

Review

Change of Plan Manager

Please select a plan status.

Plan Start Date

Plan End Date

Plan Management Funding Included *

Yes

No

Unsure

Please select an option.

Support Coordination Involved

Yes

No

Support Coordinator Details

Documents Attached

Which documents are included?

You may attach a document here or email documents separately to planmanagement@wealthmaxgroup.com.au.

Approved NDIS Plan

Participant Consent

Service Booking (if available)

Finally, please confirm consent.

I confirm consent has been provided by or on behalf of the participant named in this referral to engage WealthMax Group as their NDIS Plan Manager.

Name *Required.

Relationship to Participant *Required.

Date *Required.

Please confirm participant privacy consent.

Ready to Submit

Your referral is ready to send securely.

Compliance Statement: WealthMax Group operates independently and in accordance with NDIS Practice Standards and the NDIS Code of Conduct.

Your completed referral will be sent securely to WealthMax Group Plan Management at planmanagement@wealthmaxgroup.com.au. Our team will contact you within 1–2 business days to confirm receipt and next steps.

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Referral Submitted

You’re all set!

Thank you. Your referral has been received by WealthMax Group. Our plan management team will be in touch within 1–2 business days.

planmanagement@wealthmaxgroup.com.au