LEVELHEADBusiness Advisors

Contact

Talk to Nick.

Every enquiry goes straight to Nick. The first call is free, and you’ll leave with a straight answer.

Book a callPick a time onlineThe fastest way in. Choose a slot that suits you.Book a call
Phone0480 521 605Business hours, Monday to Friday. Leave a message and Nick will call back.
Emailnick@levelheadadvisory.com.auSend what you have. Please don’t email tax file numbers or passwords.
Office · by appointmentLevel 3, 116 Military Road, Neutral Bay NSW 2089In-person meetings by appointment. For post, use PO Box 308, Neutral Bay NSW 2089.

Before the call

Bring what you have.We’ll ask for the rest.

None of this is needed to book. If you have it handy, the first call gets further.

  • Your last two years of financial statements and tax returns
  • Year-to-date management accounts, or a profit and loss from your accounting software
  • A list of current loans and leases, with lenders and repayments
  • What you want to finance, and roughly when

What happens next

Three steps, no surprises.

  1. 1The callTwenty to thirty minutes on where the business is and what you want to finance.
  2. 2A fee in writingIf we can help, the right service and its fee, within two business days of seeing your numbers.
  3. 3The work startsOne information request, then we build the file and talk to lenders.