When it comes to our clients—our goal is to build long-standing relationships and be foremost in their minds when they need advice or assistance with finance, financial planning, insurance and superannuation. We aim to provide a fully integrated range of financial services around our mission of ‘wealth— protection—advice’. Here’s what some of our clients had to say:
Rosemary Nixon, Medical Practitioner
The relationship with financial advisors is a special one. While you certainly don’t need to be best friends, it is important that they get to know you and where you are at. I was referred to Anthony soon after my husband was diagnosed with terminal cancer. I cannot speak highly enough of his care, concern and most importantly, pro-active strategic advice in the most difficult of circumstances.
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. At that time I was setting up my own business and was recommended to them through my Accountant. Anthony provided me with excellent advice, help and assistance in setting up a new company superannuation fund as well as providing assistance in obtaining death and injury insurance cover for both myself and my staff.
Over the last ten years my company has grown and Anthony have continued to provide ongoing support and assistance not only to the company, but also long term superannuation and financial planning for me as I head towards retirement age.
I have recommended Required Financial Services to my children and they have also received the same high class service from Anthony and his team.
Andrew Czarnecki, Director - Nuline Charter
I just wanted to pass on my thanks to Required Financial Services for their ongoing support over the last few years, during that time since Required began looking after my account they have provided me with honest, well researched and integral advice to allow me to diversify my portfolio in the hope of achieving above average returns over the long term in building my retirement wealth. The team at Required have always been available when I have had an enquiry.
Andrew Roussou, Managing Director - LED Autolamps Europe Pty Ltd
Dealing with banks direct was proving harder and harder to do. I was tired of dealing with the banks year to year, and calling them only to be placed on hold for 30 minutes at a time and then hoping they could assist me with my inquiry.
After meeting the guys at Required Finance, that’s now stopped. The guys do the running around for me and that suits me fine as I can get on with running my business. The team at Required have been professional, prompt and always willing to assist me, even after the loans have been completed. I know that with one phone call I can speak to someone at Required immediately and have any issues attended to.
I have referred them to many family and friends and the feedback I get is terrific. Thanks guys, and keep up the good work.
What our business partners say...
Our objective is to provide ongoing, comprehensive advice for our business partners. We maintain these long-standing associations by being proactive and flexible in the financial services and solutions we provide.
Danny D’Astolto, Partner - Vantage Tax & Business Services
Having been in Public Practice for 20 years our firm has met and dealt with many advisers that promote themselves as specialists in the area of Finance and Financial Planning.
We stand by and are proud to say that the team at Required are indeed that. Our clients expect a high level of service from us as accountants, so in return when we refer our clients to other professionals, we need to ensure that there level of service is equal to ours.
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.