What our Clients say…
When it comes to our customers—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—‘wealth— protection—advice’.
Here’s what some of our clients had to say:
Terry Old, Managing Director – Kernow Environmental Services
I have been associated with and have used the services of Frank and Anthony at Required Finance since 1995. At that time I was setting up my own business and was recommended to them through my Accountant. Frank and 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 Frank 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 Frank and Anthony.
Serge Carnovale, Property Developer
If you are interested in investing and business you need to have someone who understands what you want to do. At Required those needs were met for me. The service they provide is professional, fast, and personal. I would highly recommend Required Financial Services to any serious investor.
Frank Di Cola, Investor
My future has never been so secure, since my association with the team at Required Financial Services. Their service, professionalism and attitude in securing the best possible result has been greatly appreciated. Looking forward to their ongoing support in a successful business relationship with the team at Required Financial Services.
What our Business Partners say…
Our objective is to provide ongoing, comprehensive advice for our business partners and their clients. We maintain these long-standing associations by being proactive and flexible in the financial services and solutions we provide.
Frank Petruzzelli, Partner – MDB Coralton Pty Ltd
Having been in Public Practice for over 20 years I have encountered numerous financial planners over this period. I have found all the staff at Required to be very proactive and efficient in their delivery of service to my clients. Prior to dealing with Required Financial Services our experience tended to be one of “over promise and under deliver”. This would then invariably reflect badly on MDB as clients would complain to us that the advisors we had referred them to, were not performing what had been promised.
Your firm is the only one that I can truly say that has delivered what had been promised. I have also been very impressed with the level of service, advice and prompt response to all our clients’ requests. We now feel that our clients are receiving a quality and timely response to their needs which in turn maintains MDB in high regard with our client base.
Rocco Colangelo, Director – Phillip Anthony Partners
As business partners for over 17 years, we know Required will assist our clients in a professional, nurturing and positive manner. Over the years, clients have expressed positive experiences in identifying, planning and implementing their financial goals whilst dealing with the team at Required.
As Accountants, it is of utmost importance that our Business Partners meet our high standards and the high expectations of our clients. To boot, they are great, fun loving people behind the scenes.
