Welcome to Secure Port Financial

About Us

Secure Port Financial is a truly caring practice with a special focus on ensuring our clients are able to achieve their goals, with particular emphasis on eventual retirement.

We tailor our advice, strategies, and portfolios to each individual or family investor because each of our clients are unique with different objectives and needs.  A key approach for Secure Port Financial is to work over a number of years with a small select group of clients, who we know very well and with whom we are well suited.

Our strategies are designed to efficiently manage risks as our clients move through life and its opportunities and challenges.

Principal Financial Adviser Timothy Adams has extensive experience in advising clients since 1997 and has multiple qualifications in Financial Planning (Certified Financial Planner - CFP), Accountancy (CPA and degree Deakin Uni), stock broking, self-managed superannuation specialist advice and property valuations (B. Bus. RMIT Uni).  This ensures that Timothy and his associates can provide a wide range of tailored strategies to manage risk, and take advantage of the legal, taxation, superannuation, and various investment entity options.

Our advice assists clients over a wide range of areas, tailored to each situation, including:

• Advice to Families and intergenerational advice
• Investment Advice and Portfolio Management for your entities including:

            Your superannuation accounts

            Self-Managed Superannuation Funds

            Family Trusts

            Investment Companies

            Investment Bonds

            Investments for children and grandchildren

            Investing for disabled family members

• Wealth Accumulation and Growing Your Wealth over your lifetime
• Gearing and Borrowing to Invest
• Direct Share Investment Portfolios
• Tax Efficient Investment Strategies
• Preparing For Your Retirement
• Personal risk insurance - Income Protection, TPD and Life
• Efficiency For Administering Your Family Financial Affairs
• Estate Planning to care for the people you love

Timothy has assisted his clients over multiple economic cycles, including major times of economic stress – the early 2000s “Tech Wreck” from 2003, “Global Financial Crisis” years from 2008, the “Covid Years”, “Trump Tariffs” in 2025 and the Middle Eastern Conflict of 2026.  This makes Timothy the perfect partner for clients who wish to grow wealth as well as maintain it over the long term, which naturally includes a variety of constantly changing market and economic conditions.

A testimonial from one of our clients

“Tim Adams has been my financial adviser for over 20 years, and now manages portfolios for myself and many extended family members.  Tim not only gives advice on my portfolio, but also on important issues such as estate planning, retirement, investment property strategies, loan management, superannuation, etc.

I cannot recommend Tim highly enough. He has always been there to help me navigate my financial world with information from the latest changes to legislation, to advice on family financial management.

Tim helps build a diversified portfolio, based on asset allocation across many sectors. In my experience, this has outperformed many market indicators, with the added advantage of securing funds against downturn. I initially thought he was too conservative, however over the years he has proven to follow the path of maximum profits and low risk.

Tim always answers my calls, and is happy to discuss and provide advice on any number of my many inquiries, even when not directly related to funds he manages. Tim has taught me a lot about managing my finances, and this advice has saved me many costly mistakes, and helped me with some complex decisions.

I highly recommend Tim Adams to manage your finances, helping you build wealth while reducing risk.”

Michael

Noosa Heads, Queensland.

Authorised Products Advised by Secure Port Financial

We are authorised under our Australian Financial Services Licence (AFSL) 539360 to provide personal advice and dealing services to retail and wholesale clients for the following financial products:

• Deposit and Payment Products
• Government Debentures, Stocks or Bonds
• Investment Life Insurance Products
• Life Risk Insurance Products
• Managed Investment Schemes
• Retirement Savings Account Products
• Securities
• Superannuation

Risk Management – Asset Allocation

Asset allocation is the foundation of a well-structured investment portfolio, and a key discipline used at Secure Port Financial.  Asset allocation is the process of allocating your investments across different asset categories that behave differently under various market conditions. 

For example:

• Equities (stocks): Higher growth potential, higher volatility
• Fixed interest (term deposits and bonds): Lower risk, stable income
• Cash: High liquidity, low return
• Property/real assets: Inflation hedge, moderate-to-high risk
• Australian and international Investments in the above categories: Diversification and benefits of exposures to economies around the world and into sectors that are commonly not available to Australian domestic only investors.

Over time we monitor your asset allocation positioning, and make slight adjustments as the various investment markets fluctuate and individual investments rise and fall, an essential risk management strategy of our firm.  

Thoughtful allocation strategy helps investors stay aligned with their long-term goals.  By focusing on balance, diversification, and disciplined rebalancing, investors can improve both risk management and long-term return outcomes.  

We partner with our investors to seek the long term compounding of returns.  Good investors aren’t trying to be the smartest people (they already are!), and therefore don’t invest for short term movements in markets (which we call speculation or guesswork), instead they are the ones who plan carefully, stay disciplined and consistent over time and during a variety of market conditions.  Successful investors also aren’t emotional when they invest, but instead have processes to follow arising out of their long-term financial plan.