Who We Are
In 1991 Anthony D’Alessandro formed Required Financial Services based on his Italian family values: to look after people like family and to help them with care and integrity to best manage their finances.
We are a private advisory firm dedicated to helping high-net-worth individuals and families make confident, strategic financial decisions. Our approach is grounded in clarity, discipline, and long-term thinking, with a central point of oversight that aligns investment strategy, structuring, and intergenerational planning.
What We Do
Required specialises in guiding high-net-worth clients through the complexities of wealth management with a strategic, forward-looking approach.
The advisory focus spans wealth structuring and asset protection, investment strategy and portfolio oversight, intergenerational wealth planning, strategic financial road mapping, sophisticated investor advisory, and access to wholesale-only opportunities.
Required works closely with accountants, lawyers, and family office professionals to ensure a cohesive strategy.
Who We Work With
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
- A strategic, relationship-driven advisory model
- Deep experience with complex wealth.
- Access to exclusive wholesale opportunities.
- Discretion, independence, and trust.
- Advice that evolves with life stage, family needs, and legacy objectives.
Our Philosophy
Clarity Over Complexity
Decision-making is simplified without oversimplifying complex client needs.
Charity and Support
Required is privileged to support My Room Children’s Cancer Charity, contributing to their vital work in caring for children and families affected by cancer. Their dedication to providing comfort, resources, and hope aligns with our own commitment to making a meaningful, lasting difference in the lives of those who need it most.
Strategy Before Product
Every recommendation is grounded in long-term objectives rather than short-term trends.
Collaboration With Your Advisory Network
Required works closely with accountants, lawyers, and family office professionals to ensure a cohesive strategy.
ASVW and Required
Required Financial Services is proudly an ASVW Financial Services member under the knowledgeable guidance of Joe Botte and Stuart Abley. Business advising is looking strong!
Discretion and Independence
Client privacy and best interests remain paramount.
Sponsorhip Dreams
Required is proud to support Ryan Wood, for over 5 years, whose journey from Wellington to the Supercars Championship with Walkinshaw Andretti United embodies the same discipline, perseverance, and steadfast vision that guide our own approach.
Teamwork
For Required, teamwork is the glue that holds everything together and the engine that drives success.
