You deserve the finer things in life
The peace of mind of knowing that your family are cared for and secure
Financial success begins with a plan
The team at Required can help you take the right steps towards the financial future you want.
About Us
Whether your goal is to make sure of your family’s prosperity, cruise the world eating exotic food, or to drive the kind of cars that love to be driven, Required Financial Services is dedicated to making this happen for you.
Entrusted for 30 years with the financial well-being of thousands of successful Melbournians, Required has ensured that all of them enjoy the happy and prosperous future that they deserve.
Testimonial
“Over the last few years the team at Required have demonstrated to us and our clients that they not only have the technical knowledge and experience, but also the passion and commitment to assist our clients.”
-Danny D’Astolto, Partner - Vantage Tax & Business Services
We take the time and care to get to know you, your needs and your goals.
With our expertise in many areas of personal finance, we make sure you receive the optimum balance of financial security and growth to help you achieve your long term aims.
wealth, protection and 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.
