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October 29, 2025 22 mins

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What if plan management felt human, transparent, and genuinely helpful from day one? We sat down with Simone Stanley from Plan Tracker to explore how a people-first approach can transform the NDIS from a maze into a map. Simone’s story begins at home, shaped by a family journey through surgeries, mobility challenges, and the quiet strength of carers. That experience drives a simple mission: empower participants and families with clarity, not jargon; visibility, not guesswork; and advocacy that steps up when things get tough.

Throughout the conversation, we delve into the practical elements that make support meaningful. Simone explains how transparent budgeting tools give participants, nominees, and support coordinators a shared view of funding and milestones, reducing anxiety and avoiding missteps. We discuss why regional communities need face-to-face outreach, local partnerships, and consistency to build lasting trust. And we talk about crisis response, such as airport calls, sudden housing losses, and gaps in support, where a skilled care team can turn panic into a plan by moving quickly and communicating clearly.

What stands out is the ecosystem approach. Plan Tracker sees plan management as a community role, not just a back-office task, by educating through live sessions and socials, connecting providers with coordinators, and championing feedback to help the government refine the scheme. “Better together” isn’t just a motto; it’s how outcomes improve when information flows and people feel seen. You’ll also hear about initiatives like the Kindness Pantry and the ongoing work to raise standards across the sector through partnerships, events, and a visible presence online and on the ground.

If you’re after plan management that prioritises people over processes, this conversation is your guide. Subscribe for more purpose-driven stories, share this with someone navigating the NDIS, and leave a quick review to help others find thoughtful, human-centred conversations like this.

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Leon Goltsman (00:00):
Hello and welcome back to Engaging Conversations.
I'm your host, Leon Goltsman,and it's great to be back here
this week as we sit down withpeople who are redefining what's
possible for our communities,our industries, and our
collective future.
Today's episode is all aboutleadership with heart and the
difference that compassion,communication, and community can

(00:22):
make in people's lives.
My special guest is SimoneStanley, Business Relationship
Manager at Plan Tracker, apeople first NDIS plan
management service that'stransforming the way
participants, providers andsupport coordinators connect and
collaborate.
With a special connectionthrough her own family, Simone
brings authenticity, empathy,and a deep understanding of what

(00:45):
real support looks like.
From simplifying budgets andbuilding trust to empowering
families through education.
Simone and the team at PlanTracker are showing what it
means to lead by example andmake the system work better for
everyone.
This episode is proudly broughtto you by Napean Advanced Rehab
and Allied Health Centre, wherelives are changed every day

(01:09):
through expert care deliveredwith compassion, integrity, and
results.
Guided by their powerfulpurpose, empowering movement,
restoring life, they continue tohelp people rebuild confidence
and independence throughadvanced rehabilitation and
allied health services.
And a special thank you toNiaz Cannoth, whose ongoing

(01:30):
support helps recognize goodpeople doing great things.
Because success isn't builtalone.
It happens when we surroundourselves with good people who
lift each other up.
The views shared in thisepisode are for informational
purposes only and do notconstitute professional or legal
advice.
So if you're ready to beinspired by purpose-driven

(01:50):
leadership and the incredibleimpact of people helping people,
you've come to the right place.
So without further ado, let'sget into it.

Simone Stanley (01:59):
Hi, I'm Simone Stanley.
I'm the business relationshipmanager for Plan Tracker, and
I'm from the Centre Coast, and Ilove the beach lifestyle.
But more than that is that it'sreally good to be part of this
incredible community.

Leon Goltsman (02:14):
It is a beautiful community, Simone, and I'm so
glad to have you here on thisprogramme.
Now, within the broader group,both Plan Tracker and Plan
Manager play important roles,but each bring something unique.
So, Simone, how would youdescribe what sets Plan Tracker
apart and the kind of experienceit offers to participants,
providers, and supportcoordinators?

Simone Stanley (02:35):
At Plan Tracker, it is really important for us
to focus on the people and havea very people's first approach.
It's very important for usbecause we are grown at the
Central Coast, and this is wherepeople really mattered.
And the people helped us togrow, and the people really
understand us that the productis more than just transactions.

(02:59):
It is about caring, accessible,being advocates.
That's what really matters toall of us.
And of course, when we talkabout that, is traditionally
plan managers are more abouttransactions.
But we are more than that.
We transform lives and we helppeople to transform their lives.

Leon Goltsman (03:20):
Well, that sounds really inspiring because I from
what I've seen, your roleinvolves connecting with real
people every day fromparticipants and families to
coordinators and providers.
What's your personal approachto building those connections
and ensuring people feelgenuinely supported, not just
managed?

Simone Stanley (03:39):
Well, we are listening to the needs of our
community, and we really want togive a solution to people that
helps them to transform theirlives and give them what they
need so that they have that teamthat helps them to live their
best lives.
And that really reflects on theculture that Plan Tracker has

(04:01):
from the ground up, from thegrassroots of the community.
This is how we started, andtoday we still stand strong on
that.

Leon Goltsman (04:08):
Most people sometimes, when they when they
build up a company, when theyprogress, they sometimes forget
where they came from.
But we've seen that PlanTracker's model was built to
give participants more controland confidence in navigating the
NDIS.
How does Plan Tracker make theprocess simpler and more
empowering for participants whomight otherwise find the NDIS

(04:29):
system overwhelming?
And it is, it can be veryoverwhelming.

Simone Stanley (04:33):
It is absolutely overwhelming, but we are here
to help.
And we are here to help to makethe process simpler.
We like to communicate veryclearly, and we like to give
solutions that help people tomove forward with the current
rules that the NDIS sets.
But we want to help you, wewant to help families in order

(04:55):
to make the most out of theirplans.
We are focusing on clearcommunication, we're focusing on
providing platforms that helppeople to understand where their
budgets are and have thatvisibility and clear control
over their funding.
But not only that, we runeducation sessions, we provide

(05:16):
open communications on variousplatforms like our portal, on
the socials, on our website.
So always look out.
We are very much on the frontline to provide the best
communication and the bestguidelines on how to utilize
your funds.
And what is more important isthat we're doing it in an open,

(05:37):
transparent way.

Leon Goltsman (05:39):
You know, and this is the difference.
A lot of people do things andyou just don't know what you're
getting.
So really that must be likemusic to people's ears.

Simone Stanley (05:47):
Yes, absolutely.

Leon Goltsman (05:49):
So my understanding is that Plan
Tracker's model was built togive participants more control
and confidence in navigating theNDIS.
Now, I I I've done my homework,so I've really, this is a
really important subject.
And so I've um I'm asking yousome curveball questions here,
and you seem to be answeringthem very, very confidently.

Simone Stanley (06:10):
Thank you, Leon, for having me on this beautiful
podcast and providing PlanTracker the opportunity to share
what really matters.

Leon Goltsman (06:18):
Well, the thing is, it's not just Plan Tracker,
we care about people andcommunities, so we really want
to recommend the best people whoare gonna do that.

Simone Stanley (06:26):
Well, we are very proud to be the best plan
manager in Australia.

Leon Goltsman (06:30):
And your clients and the people you work with
hopefully will agree with you.
Uh, but really, what I what I'mtrying to understand is how
does Plan Tracker make theprocess simpler and more
empowering for participants whomight otherwise find the NDIS
system very overwhelming?

Simone Stanley (06:47):
Well, first of all, our platform is extremely
transparent and that provides atool for participants, nominees,
and support coordinator toexactly know the journey of the
participants.
But not only that, we have afantastic customer care team
that answers with empathy and ishelping participants to find a

(07:10):
solution to any of their queriesthat they may have.
But most importantly, really,we are in the community, we
understand the community, weadvocate for the community, and
we are here to transform lives.

Leon Goltsman (07:23):
So, look, I've traveled a lot, right?
And I do spend a lot of time indifferent parts of Australia,
regional parts in particular.
Now, what I've noticed is thatcity areas, the metropolitan
areas often face very differentchallenges, and we're seeing a
lot of people, a lot of peoplefalling through the cracks.
Now, this is a concern,especially when people try and

(07:47):
be a little bit of something toeverybody and they just tend to
miss the mark.
But what interests me is tofind out ways that Plan Tracker
is engaging with regionalcommunities and what you know
what you think matters most tothe people in those areas.

Simone Stanley (08:01):
Yes, I absolutely agree.
The challenges that youmentioned about regional areas,
the real issue is accessibility.
Accessibility, localpartnerships, outreach events,
and the importance of buildingtrust where face-to-face contact
still means something, whatreally matters in the regional

(08:22):
areas.
We cannot underestimate,particularly in our community,
what face-to-face outreachprogram and building this local
partnership means.

Leon Goltsman (08:31):
And so what does it mean?

Simone Stanley (08:33):
It really means you build strong relationships
and therefore you have theintegrity, you have somebody to
talk to, you can talk throughwith and understand what is the
need and how can you overcomethat and how can you provide
supports.

Leon Goltsman (08:45):
And if you have the right partnerships, then
even though some people may notbe able to fulfill some of those
things, other people are likelyto.
Is that what I'm hearing?

Simone Stanley (08:55):
Yes, absolutely.
You need the right team aroundyou, that's for sure.

Leon Goltsman (08:59):
Yeah.
Well, having the right teammeans you're working to build
bridges with otherprofessionals' expertise and
deep understanding of people.

Simone Stanley (09:07):
Absolutely.

Leon Goltsman (09:08):
So, what drives you personally in this role and
how has your own journey shapedthe way that you connect with
the NDIS community?

Simone Stanley (09:15):
First of all, I haven't shared this story with
too many people, Leon.
So it's very close to my heart.
But my mum, when she was ababy, her knees burned
functioning properly, and shehad to be in a brace.
And then she needed to havemany knee operations and later
on hip operations.
But my mum stayed strong andvery focused, and now she has

(09:41):
full mobility, but she never umwanted to admit that she has a
disability and she foughtthrough it all her life.
But me as her daughter, I sawthese challenges, and I had to
travel home many times fromAustralia to back home to
Germany to help my mum and mydad to run his business because

(10:03):
my mum had to go back tohospital to have another
operation.
So it is very close to my heartto help the community, and
Australia is such a luckycountry that they have the NDIS
and that they have thegovernment supporting and
building capacity for people,which is so meaningful.
So when I got here and Ilearned about the NDIS, I

(10:25):
thought, wow, this is helpingfamilies, this is helping
people.
We need to bring thesecommunities together, and we can
shape that, and I can help thatbecause I know how meaningful
that could be for anyone.

Leon Goltsman (10:39):
We really are in this together.
What affects one person reallyindirectly affects everybody.

Simone Stanley (10:46):
Yeah.
It affects carers, it affectsthe family, siblings, it affects
everybody.
And you know, better togetheris a very meaningful phrase.
And we as Plan Trucker, we verystrongly emphasize better
together.
Because if we are bettertogether, we can make this

(11:08):
fantastic, and we can build theright teams and we can make the
impossible possible.
I'm very much about thecommunity and connecting the
right people with each other sothat they can leverage and that
they can build something bettertogether.
Our plan tracker socials,particularly around LinkedIn and
Facebook, come with us, comewith me, let's have a look where

(11:31):
we're going today, what we'reexploring today.
We do understand that ourcommunity not necessarily can go
out or have the capacity,particular families, but they
can come with us and they can goand explore.
Let's look what this provideris doing, let's have a look what
this event is doing, let's havea look what we can learn over
there.
It's about sharing what's outthere, what our community has to

(11:53):
offer, and how people canbenefit from utilizing those
programs.

Leon Goltsman (11:57):
I've seen a lot of social media events, right?
These days there's plenty.

Simone Stanley (12:02):
Yeah.

Leon Goltsman (12:02):
I I'm fortunate that I've attended some of the
events where our paths havecrossed.
Yeah.
And um, it's interestingbecause so many people claim to
be doing so many things for thecommunity.
But really, at the end of theday, the proof is in the
pudding.
People can say whatever theywant.
Actions speak louder thanwords.
Tell me, what do you thinkabout that?

Simone Stanley (12:24):
I agree.
We need to come together, weneed to talk about the value
that we add to our community,and we need to see how we can
work together and how can peoplebenefit from each other and the
participants ultimately.
It is government funds that weget paid, and it is important
that it circles around and thatit all goes around.
Particular, let's not forgetthe focus of the participants,

(12:48):
because that is what the schemeis for.

Leon Goltsman (12:51):
And the participants, they're the ones
that are providing the feedbackto the government, are they not?

Simone Stanley (12:56):
Yes, they are.

Leon Goltsman (12:57):
So the government should really be listening,
shouldn't they?

Simone Stanley (12:59):
Yes, they absolutely should, because
better together and we can dothis, and we are very grateful
for the scheme.

Leon Goltsman (13:06):
Seeing what's out there and getting to see some
of the proactive work, PlanTracker has developed strong
brand recognition within thesector.
You'd agree with that, wouldn'tyou?

Simone Stanley (13:16):
Absolutely.
We have a very strong brand,and we are very representative.
We are transforming theirlives.
We are we are here every dayhelping people to navigate,
transform lives, and live betterlives.

Leon Goltsman (13:30):
So you're saying, you know, you're saying um
you're building better lives.
And I'm gonna ask you, youknow, that's my job, to get to
get you talking, and you'repretty good.

Simone Stanley (13:41):
Thank you, you too.
Thank you for the greatquestions.

Leon Goltsman (13:46):
They're not always easy.
For uh, you know, you'd besurprised how many people I ask
basic questions and and theycan't answer them.
So far, you've been doing well.

Simone Stanley (13:55):
Thank you.
Thank you for the greatquestions.
If you speak from the heart,it's very easy.
And if you if you cannot haveimpact in the community, it's
even better.

Leon Goltsman (14:04):
Yeah, well, you certainly are having impact in
the community.
And and it's a good thing.
Look, you you're not alone.
There's a lot of really goodpeople out there who are doing
great things.
But we're talking about you andPlan Tracker here.
So what steps are you and yourteam taking to strengthen that
brand awareness, especiallyamong support coordinators and
providers who may not yetunderstand the difference

(14:25):
between the two brands?

Simone Stanley (14:27):
We're definitely running outreach programs and
we're educating, we're doingevents, online events, outreach
programs in the regional areas.
That is what really matters.
And how are we differentiating?
PlanTrucker is uh very engagedin the digital engagement and
the word to mouse is strong.

(14:48):
Our community, particularlyregional and particularly at the
Central Coast, it's it's a veryclose community, and the
integrity part and the trust inthe community and being better
together and having a good,strong team that is empathetic
and listens to the need of theparticipants, that is what sets
us apart as plant tracker.

Leon Goltsman (15:11):
Well, you know your brand, you know your
audience.
I think that that's you've justanswered the question.

Simone Stanley (15:17):
Yes.
The purpose, the advocacy, theimpact that we can have as a
business, as individuals, and asa team, as a community is
remarkable.
And I do like to always bringproviders together and see what
are the current issues of ourcommunity, how can we address

(15:39):
that, and how can we be better.
There's a very uh conversationthat I like to have all the
time, and I always like toaddress current issues within
our community so that we can allbe better together.
We are very grateful about theevent that you invited Plan
Checker to celebrateconnections.
Uh it was amazing, it was afantastic event, and the

(16:02):
connections that we made on thatnight were phenomenal, and it
will have real impact to ourcommunity.
Uh, we're just launching thisum pantry coming up in November,
and you will be speaking aswell.
So we are very delighted aboutthat.
But you even providedconnections on the night that
will make this even better andgrander.
So, you know, thank you to youand your team for making this

(16:25):
possible because that is whatimpact means for celebrating
connections and what connectionscan do.

Leon Goltsman (16:31):
Yeah, and it is very important because some of
the best of the best, they justdescribe themselves as being a
tiny little cog in the wholeprocess.

Simone Stanley (16:41):
But see, what you brought from Waverly to the
Central Coast with the KindnessPantry and continuing the legacy
and bringing a team along thatcan make this very sustainable
in a time where the communityreally needs that, that is what
really matters.

Leon Goltsman (16:58):
Yeah.
And and everything we do, itinvolves good people who have
their own incredible stories toshare.
Because we know that behindevery brand are stories that
reveal its true impact.
And one of the greatest things,and I still pinch myself every
day to be doing what I do.
But these podcasts, they'reabout the people who are on the

(17:20):
program.
And today, of course, it'sabout you.
So speaking of stories and trueimpact, could you share an
example of when you saw thedifference Plan Tracker made
where a participant or familyfelt truly supported because of
the way your team worked withthem?

Simone Stanley (17:36):
Yes, well, every day.
Every day we have stories wheresupport coordinators, providers
reach out and say, I have aparticipant in crisis.
Um, they lost their housing,they lost their supports.
How can we help them?
How can we help them to findthe right funding?
How can we help them to seewhat providers are out there?

(18:00):
That that's what our team doesevery day, and we make that
difference every day.
And our team are phenomenal atthe job that they do.
We've had participants atCrisis at the airport where they
ring in and our team talks themthrough on you know what is
right and what's wrong and whatcan be done.
So there are incredible storiesevery day, and I'm very proud

(18:22):
to be part of such an incredibleteam that answers those phones
every day and helps those peopleto transform their lives and
find the right supports.

Leon Goltsman (18:30):
Every day there's a story.
So clearly the work that you dois is not something that
happens periodically oroccasionally.
So you're changing lives everyday.

Simone Stanley (18:41):
We do change lives every day, and I couldn't
be prouder to be a part of suchan incredible team that does
this every day with ease, withempathy.
They lead with leadership andthey respond very quickly.
And it is incredible work thatwe all do every day.
And uh I am a proud member ofPlan Tracker, and it is a

(19:03):
pleasure to wake up every dayand keep transforming those
lives.

Leon Goltsman (19:06):
Oh, good on you.
Good on you.
Well done.
Before I let you go, manylisteners and participants,
coordinators, or providerswanting to connect with the
right plan managers.
They they they do.
Yes.
They're always looking for goodpeople.

Simone Stanley (19:19):
It is.
It is also important to havethe right team.
It is important to have theright person behind you that
supports you and helps you tomake the right decisions going
forward.

Leon Goltsman (19:28):
So, Simone, for anyone listening who's curious
about working with Plan Tracker,what's the best way to reach
out and what can they expectfrom the first conversation?

Simone Stanley (19:39):
Well, the best way to reach out is
1-800-549-670 or go to ourwebsite www.plantrecker.com.au.

Leon Goltsman (19:52):
So the number is 1-800-549-670 or visit
www.plantracker.com.au.

Simone Stanley (20:02):
Always remember to check out our socials on
Facebook, Planracker, or onLinkedIn and see and come with
us.
Come with us on this journeyand exploring what great people
do out there in our community.

Leon Goltsman (20:16):
I'm there.
I'm already there, so I don'tneed to come anywhere.
I'm there.

Simone Stanley (20:20):
Fantastic.
See you there.

Leon Goltsman (20:22):
Hey listen, when's the next event, by the
way?

Simone Stanley (20:24):
Next event will be on the 13th of November at
10am in Shamhaven at the launchof our Cutness Pantry.

Leon Goltsman (20:32):
That's the one I'm going to.

Simone Stanley (20:34):
You're gonna be there.
See you there, come with us.

Leon Goltsman (20:38):
I'm there, I'm there.
Now look, thank you so much forcoming on.

Simone Stanley (20:41):
Thank you for all the work you do with the
number community and theconnections that you provide all
of us to connect and learn fromeach other and provide better
services and connect thecommunities and get great
outcomes.
So really thank you, Leon.
It's been a pleasure to share,and uh thank you for having Plan
Tracker on this podcast.

Leon Goltsman (21:01):
Simone, thank you very much, and thank you to
Plan Tracker for um for theirgreat work as well.
Now that was a conversationfilled with purpose, empathy,
and heart.
The kind that reminds us whycommunity matters and how small
acts of kindness can make a hugedifference.
Simone Stanley and the team atPlan Tracker are setting a

(21:23):
benchmark for what true planmanagement can be: transparent,
compassionate, and deeply human.
Their work reminds us that whenwe put people first, everything
else follows.
And if something resonated withyou today, a story, a
perspective, or even a shift inhow you see the NDIS, consider

(21:43):
it an invitation to learn more,to connect, to lead with empathy
and raise the standard in yourown work.
You can find links to PlanTracker in the show notes, along
with details of their upcomingkindness pantry event and ways
to get involved.
A heartfelt thank you onceagain to Napean Advanced Rehab
and Allied Health Centre, and ofcourse to Niaz Cannoth, whose

(22:06):
support helps bring togethergood people doing great things,
and reminds us thatcollaboration is how real
progress happens.
If you haven't already, followEngaging Conversations, share
this episode with someone whocares about making a difference,
and leave a short review tohelp others discover the show.
I'm Leon Goltsman, and untilnext time, stay curious, stay

(22:29):
connected, and let's keep doinggood things together.
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