Secure Port Financial is a caring, boutique practice working closely with a small, select group of families — tailoring advice, strategies and portfolios to your goals, with a special focus on the journey to retirement.
Secure Port Financial works over many years with a small, well-known group of individual and family investors. Because every client is unique — with different objectives, entities and needs — our advice, strategies and portfolios are tailored to each of them.
Our strategies are designed to efficiently manage risk as clients move through life and its opportunities and challenges — with particular emphasis on preparing for, and enjoying, an eventual retirement.
We partner with our investors for the long-term compounding of returns: careful planning, discipline and consistency across all market conditions — never speculation or short-term guesswork.
Tailored to each situation — from growing wealth to protecting it, and passing it on to the people you love.
Whole-of-family strategies that align parents, children and grandchildren — including investing for children and disabled family members.
Actively monitored portfolios across your superannuation, SMSFs, family trusts, investment companies and investment bonds.
Structured plans to grow your wealth over a lifetime — harnessing the long-term compounding of disciplined, consistent investing.
Direct Australian share portfolios, built and rebalanced to your objectives with tax-aware discipline.
Protecting your income and your family with Income Protection, Total & Permanent Disability (TPD) and Life cover.
Preparing you for retirement with confidence — sequencing superannuation, pensions and entities for the income you'll need.
Making the most of legal, taxation, superannuation and entity structures so more of what you earn keeps working for you.
Carefully managed borrowing strategies that can accelerate wealth creation while keeping risk firmly under control.
Caring for the people you love — efficient estate planning and streamlined administration of your family's financial affairs.
Because wealth rarely lives in one place, we advise across the full range of structures your family may hold.
Asset allocation — spreading investments across categories that behave differently under various market conditions — is the foundation of a well-structured portfolio and a key discipline at Secure Port Financial.
Over time we monitor your positioning and make measured adjustments as markets fluctuate and individual investments rise and fall — an essential, ongoing risk-management strategy of our firm.
Illustrative risk/return characteristics of asset categories — your allocation is tailored to your personal objectives, timeframe and circumstances.
Tim has been my financial adviser for over 20 years, and now manages portfolios for myself and many extended family members. He helps build a diversified portfolio that has outperformed many market indicators, with the added advantage of securing funds against downturn. Tim always answers my calls — his advice has saved me many costly mistakes and helped me through complex decisions. I highly recommend him to manage your finances, helping you build wealth while reducing risk.
We are authorised under Australian Financial Services Licence (AFSL) 539360 to provide personal advice and dealing services to retail and wholesale clients for the following financial products.
Verify Timothy Adams on the ASIC MoneySmart Adviser RegisterWhether you're growing wealth, approaching retirement or planning for the next generation, we'd welcome a conversation about your goals.
A relationship measured in decades starts with a single call. No obligation — just a genuine discussion about where you'd like to be.
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