Required Financial Services is a private advisory firm providing clarity, structure, and long-term direction for individuals and families with significant wealth.

For more than 35 years, Required has delivered advice excellence to individuals and families, guided by a values-based approach that places integrity, clarity, and long-term stewardship at the centre of every relationship.

At Required, individuals and families are supported to grow wealth with clarity and purpose while ensuring it is protected and thoughtfully passed on. As financial lives become more complex, the firm provides the structure and coordination needed to bring investment strategy, structuring, and intergenerational planning into one cohesive framework tailored to long-term goals.

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Financial
Planning.

SMSF
Strategies.

Insurance Advice.

Mortgages &
Finance.

WEALTH

PROTECTION

ADVICE

We build your WEALTH

Our financial planning and investment options will help build passive income and long-term wealth.

Put your money to work for you and build your wealth passively.

We PROTECT your assets

Give yourself peace of mind with life insurance and income protection plans to weather any setback.

We will help you set up an education plan to ensure your children's future and a savings and retirement plan for yourselves.

Solid Financial ADVICE

We guide your situation on the best course for accomplishing your financial goals which may include Self-Managed Superannuation Fund, Insurance advice, Pension advise, Cashflow planning, Mortgage loan advice, along with other financial advice needs.

Peter Johnston - Retiree / Investor, Hillmount Investments Pty

“I have complete confidence in the Team at Required. Their service, support, information and recommendations have always been exemplary".

Rosemary Nixon- Medical Practitioner

"The relationship with financial advisors is a special one. I would highly recommend Anthony and the whole Required Financial Services team. I would be delighted to speak to any potential clients about my experience".

Terry Old, Managing Director – Kernow Environmental Services

"I have been associated with, and have used the services of Anthony at Required Finance since 1995.I have recommended Required Financial Services to my children, and they have also received the same high-class service from Anthony and his team".

Financial Planning, Superannuation, Mortgages, Insurance advice, Testimonials

Andrew Roussou, Managing Director - LED Autolamps Europe Pty Ltd

"The team at Required have been professional, prompt and always willing to assist me, even after the loans have been completed. I have referred them to many families and friends and the feedback I get is terrific. Thanks guys and keep up the good work".