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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