Insights

NDIS Market Position Plan Partners operates in the NDIS space with plan management and support coordination, presenting a ready buyer profile for complementary services such as accounting, analytics, or software that enhances fund administration and care coordination for disability services.

Tech Stack Fit Utilizes a modern tech stack including AWS, PureCloud, Mautic, Microsoft tools, and continuous delivery, indicating openness to partnerships or integrations with cloud, CRM, and marketing automation vendors to optimize customer journey, data flow, and service delivery.

Scale Opportunity With 51-200 employees and revenue in the 10–25 million range, Plan Partners sits between smaller peers and larger incumbents, suggesting opportunities for mid-market solutions, efficiency enhancements, and scalable services that support growth without heavy deployment risk.

Customer-Centric A strong customer-first stance and a published Customer Charter imply opportunities for customer experience improvements, CSAT/NPS programs, loyalty initiatives, and partner ecosystems focused on retention and lifecycle value.

Competitive Benchmarking Notable peers vary widely in size and revenue; engaging with Plan Partners could involve differentiators such as enhanced data insights, compliance tooling, or integrated support analytics to compete with both smaller agile firms and larger providers in the NDIS space.

Plan Partners Tech Stack

Plan Partners uses 8 technology products and services including Hotjar, Looker, Adobe Creative Cloud, and more. Explore Plan Partners's tech stack below.

Plan Partners's Email Address Formats

Plan Partners uses at least 1 format(s):
Plan Partners Email FormatsExamplePercentage
First.Last@planpartners.com.auJohn.Doe@planpartners.com.au
100%

Frequently Asked Questions

What is Plan Partners's official website and social media links?

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Plan Partners's official website is planpartners.com.au and has social profiles on LinkedIn.

How much revenue does Plan Partners generate?

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As of August 2026, Plan Partners's annual revenue is estimated to be $10M - $25M.

What is Plan Partners's NAICS code?

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Plan Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Plan Partners have currently?

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As of August 2026, Plan Partners has approximately 145 employees across 5 continents, including OceaniaAfricaAsia. Key team members include Head Of It: J. H.Senior Digital Marketing Manager: S. K.Business Relationship Manager - Qld: Z. N.. Explore Plan Partners's employee directory with LeadIQ.

What industry does Plan Partners belong to?

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Plan Partners operates in the Financial Services industry.

What technology does Plan Partners use?

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Plan Partners's tech stack includes HotjarLookerAdobe Creative CloudSalesforce Service CloudPardotMauticNew RelicKnowBe4.

What is Plan Partners's email format?

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Plan Partners's email format typically follows the pattern of First.Last@planpartners.com.au. Find more Plan Partners email formats with LeadIQ.

When was Plan Partners founded?

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Plan Partners was founded in 2016.
Plan Partners logo

Plan Partners

Financial ServicesVictoria, Australia51-200 Employees

Plan Partners is a mid-sized financial services company based in Richmond, Victoria, Australia, focused on helping NDIS participants implement their plans. It provides two core services—Plan Management and Support Coordination—that together address both administration of funds and navigation of services within the NDIS. Operating in the disability sector, the company aims to simplify the system’s complexities and support clients throughout the planning journey.

Plan Management reduces the daily administrative burden of handling NDIS funds, while Support Coordinators work with clients to understand goals and connect them with suitable providers. The organization emphasizes a client-focused approach and ongoing support, as reflected in its Customer Charter.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    Plan Partners's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Plan Partners's revenue is estimated to be in the range of $10M - $25M

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