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
High-Net-Worth Individuals and Families
Our clients often require sophisticated oversight across complex financial structures, multi-entity arrangements, and long-term family objectives. Through a highly personalised family office approach, we provide strategic guidance, coordination, and long-term stewardship across every aspect of wealth.
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, unlisted investments, and alternative assets
WEALTH
PROTECTION
ADVICE
WEALTH – Build with Purpose
We deliver disciplined, strategic planning and investment oversight designed to grow your assets, generate sustainable returns, and create long-term financial security.
Every decision is guided by clarity and insight, ensuring your wealth is structured to endure across generations.
PROTECTION – Safeguard What Matters
We provide comprehensive risk management solutions that protect your family, lifestyle, and legacy.
From life insurance and income protection to retirement planning and education funding, our strategies provide confidence and security at every stage of life.
ADVICE – Clarity, Strategy, Independence
We simplify complex financial decisions and provide guidance across every facet of wealth.
Every recommendation is rooted in your long-term objectives, supported by rigorous analysis, and delivered with independence and discretion.
We collaborate seamlessly with your accountants, lawyers, and family office professionals to ensure cohesive, well-governed solutions.
We Partner With:
