plan management

The IndividualiTree stopped delivering Plan Management services on April 15, 2024.

It is not without some sadness that we write this, having given our all to supporting people in a confusing system for the past 8 years. For a pittance we delivered a financial intermediary service with warmth and targeted support to those who need it.

Never fear! Our beautiful Plan Management team have all moved to Future by Design – another small Plan Management service they have merged with. Though they have a different name, Future by Design is almost entirely staffed by The Tree team. Most participants we work for have moved too. Why don’t you come and join us?

If you need to get in touch with Future by Design, here are the details:

Got questions?

Want to get paid?

Want to speak to someone? You can still find them on 0478 621 025 or our local number 02 6700 1243

Don’t want any of that, just want to sign up for Plan Management? You can do that here: