Who we Are
Required is a private advisory firm dedicated to helping high-net-worth individuals and families make confident, strategic financial decisions.
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. 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.
Who We Work With
Clients who require more.
High-Net-Worth Individuals and Families
Our clients often require sophisticated oversight across complex financial structures, multi-entity arrangements, and long-term family objectives.
Sophisticated and Wholesale Investors
Eligible clients may access sophisticated investment opportunities and bespoke wealth structures typically reserved for wholesale investors, including private equity, private credit, venture capital, and alternative assets.
Our brochure outlines our full range of services, approach, and philosophy.
Our Philosophy
Built around your life, not just your portfolio
Every client engagement begins with understanding what truly matters — family, lifestyle, legacy, and the financial architecture that supports it all.
Deeply personalised: No two clients are the same. Every strategy is built from the ground up.
Long-term thinking: We optimise for decades, not quarters — across generations.
Coordinated advice: We work alongside your accountants, lawyers and advisers as one team.
We don't just manage wealth — we help you define what it's for. Every decision we make is guided by what matters most to you, your family, and the generations that follow.
Required Team
What we Do
Our Services
OUR FOUNDING PRINCIPLES
Three pillars. One integrated family office approach.
01
WEALTH
We grow what matters across generations.
True wealth is measured not in a single lifetime, but in what endures. We build disciplined, personalised structures that preserve and grow capital — aligned with your family's values, goals, and legacy.
Superannuation · Investments · Portfolio diversification · SMSF · Wealth accumulation
02
PROTECTION
We guard what your family has built.
A family's financial future is its most precious asset. We put the right frameworks in place — from insurance and asset protection to estate and succession planning — so that what you've created continues to thrive.
Life · TPD · Trauma · Income protection · Asset frameworks · Estate & succession planning
03
ADVICE
We bring clarity to complexity.
Managing wealth across a family requires coordination, foresight, and trust. We act as your central point of guidance — working alongside your accountants, lawyers, and advisers to ensure every part of your financial world moves in the same direction.
Strategic planning · Forecasting · Private equity · Private credit · Venture capital · Bespoke investments
Alex Trihas, Accounting Services VANTAGE - Tax & Business Services
I have been dealing with Anthony & the team at Required for over 10 years. Their knowledge, professionalism, service & care for their clients is what sets them apart from their peers. I would recommend Required to anyone looking for a trusted financial advisor that they can rely on.
Peter Angelini - Partner - Stannards Accountants & Advisors
The team at Required are extremely professional, efficient and approachable. We work closed with them as they align with our values and client-centric focus. We highly recommend Required for superannuation advice and a range of other investment and financial services.
We Partner With:
