Who We Are
A private advisory firm built on
trust and relationship
In 1991 Anthony D’Alessandro founded Required Financial Services with a simple but profound conviction: wealth management should feel personal, not transactional.
Over three decades ago, Anthony began advising high net worth individuals and families — not just on their portfolios, but on the full complexity of their financial lives. What started as a one-on-one practice has grown into a boutique firm that still operates with that same founding values: every client deserves the same care and attention you'd give a member of your own family.
Anthony's team of specialist advisers brings clarity, discipline, and long-term thinking to every client relationship. Anthony provides central oversight, ensuring investment strategy, structuring, and intergenerational planning all work together.
What We Do
Comprehensive advice
across your financial life
We take a whole-of-life view — combining investment strategy, risk protection, and legacy planning into a single, coherent approach tailored to you.
WEALTH
Strategic management and long-term oversight of your wealth and investment portfolio.
- Investment strategy and portfolio oversight
- Wealth structuring and asset protection
- Access to wholesale-only opportunities
- Sophisticated investor advisory
PROTECTION
Insurance and risk solutions carefully structured to safeguard you, your family, and your assets.
- Personal and business risk insurance
- Asset and liability protection structures
- Family wealth preservation strategies
- Coordinated advice with legal counsel
ADVICE
Holistic, forward-looking advisory that brings your full financial picture into focus.
- Strategic financial road mapping
- Intergenerational wealth planning
- Estate and succession strategy
- Collaboration with accountants, lawyers, and family office professionals
Required works closely with accountants, lawyers, and family office professionals to ensure a cohesive strategy across every dimension of your financial life.
Who We Work With
The clients we serve
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High-Net-Worth Individuals and Families
Clients typically have complex financial structures, multi-entity arrangements, and long-term objectives that require more than transactional advice.
Sophisticated and Wholesale Investors
Eligible clients may access advanced strategies, private market opportunities, and wholesale-only investment insights including private equity, private credit, venture capital, bespoke investment structures, unlisted investments, and alternative assets.
Why Clients Choose Required
What sets us apart
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Strategic & relationship-driven
An advisory model built around your goals, not transactions
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Exclusive access
Wholesale-only opportunities not available to retail investors
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Advice that evolves
Strategy that adapts with life stage, family needs, and legacy goals
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Deep expertise
Extensive experience navigating complex wealth structures
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Discretion & trust
Independent advice held to the highest standard of confidentiality
CLIENT ADVISORY JOURNEY
A guided path to lasting wealth
Welcome to our Client Advisory Journey, where a family-office approach meets bespoke guidance, helping you preserve and grow wealth across generations.
STEP 01
Initial consultation
A complimentary meeting focused on understanding your personal and financial position, priorities, and long-term objectives. This discussion allows your adviser to define the scope and complexity of advice and outline associated fees. Personalised advice is not typically provided at this stage.
STEP 02
Strategy development
With your approval, your adviser conducts detailed analysis to develop a bespoke Statement of Advice (SOA), outlining a clear, strategic pathway to support your financial wellbeing and long-term objectives.
STEP 03
Presentation of your plan
Your adviser will guide you through your Statement of Advice, ensuring you clearly understand each recommendation, its alignment with your objectives, and the steps required to proceed.
STEP 04
Implementation
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STEP 05
Review service
Your selected RFS Service Agreement includes periodic reviews designed to keep your goals, strategy, and portfolio working in sync. These reviews provide the insight and flexibility needed to optimise portfolio construction and pursue robust, long-term performance.