Thinking of selling, growing, or managing your business?
Our experts are here to help you with your journey to financial success.
Welcome to Levels Investment
Levels Investment is a privately owned company whose core is on providing the highest level of personalised service. Whether you’re starting out, growing your portfolio, thinking about retirement, or looking to improve your situation, we have a tailored approach that considers your individual goals. Our relationships are personal and built on trust and accountability. That is why we want to get to know you before we start a relationship. Take a second to think about how your life is right now. Are you moving towards the goals you truly want to achieve or has your progress halted? Should you sell the business, bring on a capital partner or just take a break? Leave all your businesses management operations to us. We are here to help you with your journey to financial success.
At Levels Investment, we provide a range of solutions for small and medium businesses experiencing growth and operational challenges, including acquisition, partnership, and management. Our goal is to be a trusted partner for business owners and to achieve the best outcome for them. From hospitality and retail to automotive and beauty, we help businesses in every industry find the right solution to their challenges. We will provide service on purchasing, partnerships, management and pricing. For purchasing, we provide a current and fair valuation to give you the best price possible. We are also a strategic capital partner for small and medium businesses. We purchase a percentage of your business and then work with you to develop new growth strategies and business processes. For management, we design and manage innovative benefit strategies to help companies support, attract and support their people. Lastly with pricing, we take the time to fully analyse your business and needs before negotiating the fairest pricing for both parties.
Our team of specialists here at Levels Investment understand how critical it is for businesses to find solutions that fit their specific needs. We constantly monitor and analyse our market conditions, fresh trends and developments. It is then that we formulate appropriate strategies for achieving optimal performance in a fast changing environment. With our tailored advice, honest communication, and hands-on assistance, you’re in good hands with Levels Investment.
Our Vision
At Levels Investments our vision is to create a strong, resilient business and employment sector in Australia. We are passionate about both industry and community. We want to be a part of that future by providing our clients with the highest quality investment opportunities.
Our Mission
Years of experience has allowed us to build a reputation for integrity, intelligence, diversity and professionalism which we take pride in serving our clients. Our mission is to be a trusted partner for small and medium business owners all across Australia. Helping you and your business achieve the best outcome.
Our commitment to business owners
Respect for your business, experience and expertise
Empathy for the financial and emotional difficulties you face
Hard work to achieve the best possible outcome for your business
Personalised, flexible solutions for your unique situation
Honesty and open communication throughout your journey with us
What our clients say
“Just to say many thanks for a very positive meeting yesterday. I came away feeling well satisfied that we are able to continue enjoying life without too much stress on the old finances and should be able to carry on with our present lifestyles for some time to come. Very satisfied with the way you are managing affairs and hope this will continue into the future. ”
— George Brown
“Levels Investment provides an excellent service, be it on a business or on a personal level. I have found the company’s advice regarding investment opportunities particularly helpful – everything is explained fully, no matter how complex the subject.”
— Alice Adams
“Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Levels Investment has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with Levels Investment sooner! ”
— Lorna Roberts
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Every business is different and needs a personalised solution. Book a call with us to discuss your business and how we can help.