For NDIS agencies & support coordinators

Partner with Invested Finance to build everyday life skills.

A specialist financial capability education program for teenagers and young adults with disability. Through structured learning, practical coaching and real-world activities, participants can build confidence with budgeting, saving, shopping and managing money safely.

Discuss a referral

A specialist partnership

Purposeful learning, centred on the participant.

Invested Finance is not a labour-hire business or a support-worker agency. We bring a defined financial capability program, learning resources, practical coaching and outcome review. Most NDIS engagements currently come through agency partnerships and referrals. The participant’s choice, consent and individual support needs guide each step.

01 · Refer

Share the goal

Tell us which everyday money skills the participant wants to strengthen and how they prefer to learn.

02 · Plan

Agree on a fit

Discuss support needs, delivery options, the proposed service and funding arrangements with the participant and relevant decision-makers.

03 · Review

Build on progress

With participant consent, share a practical progress update against agreed goals and identify useful next steps.

Program levels

Two starting points. One individual plan.

The learning stream is agreed during intake based on the participant’s goals, experience, preferences and support needs. Age or phone use alone does not decide the level.

Level 1 · Foundations

For concrete, hands-on learning

A starting point for participants who benefit from step-by-step practice with everyday money routines, physical cards or cash, and supported community activities.

Recognising money and planning a simple budget
Safe card and contactless payment habits
Practising a small, planned supermarket shop

Level 2 · Building independence

For digital and community money skills

For participants ready to extend their skills with everyday banking tools, planning ahead and making confident choices in the community.

Checking balances and navigating banking tools safely
Understanding spending, bills and direct debits
Recognising scams and practising money boundaries

Support item information

Potentially relevant NDIS support and travel items

The examples below describe possible alignment only. A code is not a funding approval, and the participant’s plan, support needs and current claiming rules must be checked.

Support item examples
Support item	Support code	NDIS category / item type	Example relevance
Assistance with Accommodation and Tenancy Obligations	08_005_0106_2_3	Category 08 · Improved Living Arrangements	Only potentially relevant where financial learning directly supports a participant’s accommodation or tenancy goals; not for general budgeting by itself.
Life Transition Planning, Mentoring and Individual Skill Development	09_006_0106_6_3	Category 09 · Increased Social and Community Participation	May fit participant-led money skills linked to a life transition or individual development goal, subject to the item’s scope.
Skills Development and Training	09_009_0117_6_3	Category 09 · Increased Social and Community Participation	Potential pathway for structured skills training where the participant’s goals and actual support meet the item requirements.
Employment Assistance	10_016_0102_5_3	Category 10 · Finding and Keeping a Job	Potential connection for job-related learning such as understanding pay and planning income, only as part of an employment goal and eligible support.
Assistance with Decision Making, Daily Planning and Budgeting	15_035_0106_1_3	Category 15 · Improved Daily Living	Personal budgeting frameworks, digital banking navigation, and cash/card safety.
Skill Development and Training	15_037_0117_1_3	Category 15 · Improved Daily Living	Understanding modern financial tools, scam awareness, and independent transaction practice. The 2026–27 NDIS Pricing Schedule lists this item with a weekly unit; the agency must confirm the correct unit and billing arrangement before discussing a rate.

These are possible links for discussion, not a funding decision or a substitute for matching the support to the participant’s plan and actual goals. Invested Finance provides financial capability education, not standalone community access or transport. Any participant transport or provider travel connected to a learning session is separate and may only be charged or claimed where the participant’s arrangement and current rules allow it. Price limits apply to plan-managed and NDIA-managed funding; self-managed participants negotiate prices directly. Confirm each item, unit, eligibility and rate against the 2026–27 NDIS Pricing Schedule and current NDIS pricing guidance.

Could the support be funded through an NDIS plan?

Capacity Building supports are intended to build skills and independence. The NDIA describes Improved Daily Living as including supports such as training and therapies. This program may be considered only where the support is an NDIS support, relates to the participant’s disability support needs and plan, fits the relevant budget and current rules, and is reasonable and necessary. A goal or a support-item code alone does not guarantee funding. Before starting, confirm the participant’s plan, support item, funding availability and proposed costs with their my NDIS contact, coordinator or plan manager. Everyday purchases such as groceries remain the participant’s day-to-day costs and are not included in the coaching fee.

Official guidance: Capacity Building supports · How goals relate to funding · NDIA checklist for using funding · Reasonable and necessary supports · Current pricing arrangements

Rates and proposed costs

Where NDIS price limits apply, charges will be in line with the current allowed NDIA rates for the relevant support item. The applicable limit is a maximum, not a promise that a support will be funded or claimable. The proposed fee, session length, delivery format and any eligible travel charges are discussed and agreed before the participant starts.

Have a participant in mind?

Start a conversation about their goals, preferred delivery, support arrangements and whether the program could be a suitable fit.

Make an enquiry