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Headspace Pty Ltd

Servicing your High Net Worth clients

The unique services provided by Headspace have been developed over many of client management which have culminated in a package enabling advisers to provide a level of service to high net worth clients which have been thoroughly trial and proven to enhance the relationship between adviser and client. Advisers who have formed a relationship with Headspace have not only benefited from strong client relationships but also enhanced relationships with a quality referrer's.

 

Whilst this journey starts with an objective to begin to get exposure to better quality clients the experience is often so rewarding that advisers often change their entire business model including the way they give advice, the products they use and the number of clients that they require to satisfy their business objectives. 

 

Headspace charge a fee to advisers wishing to embark on this journey. 

 

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