Wealthadvice, builtaroundcontinuity.
Most wealth advice is structured to serve the firm. Ours is structured to serve you.
Why Secure Port Wealth
Five reasons clients stay
-
01
Independent by design
You pay us, and that's the only money the firm makes. There are no commissions, no in-house products, and no quotas. So when we recommend something, it's because we think it's the right thing for you to do.
-
02
One adviser, year after year
You'll work with one named adviser from the first conversation onward. Not a team, not a rotation, not whoever's free that week. They'll know your situation properly, and the next time you call, you won't have to explain it again.
-
03
Built around your situation, not a template
Your situation isn't standard, and your plan shouldn't be either. We don't have model portfolios that everyone gets sorted into. We start with what you actually have, what you're trying to do, and what you're worried about, and we build from there.
-
04
A long-term relationship, not a sales target
The firm doesn't run on new-business targets. We aren't measured on how many people we sign up this quarter. Many of the clients working with us today have been with their adviser for over a decade, and that continuity is the point of the practice. It shapes how every engagement is conducted.
-
05
Fees, in plain language
We charge a flat fee for the advice, agreed in writing before any work starts. It's based on the complexity of what you need, not on how much money you have or what we end up recommending. You'll know what you're paying before you decide whether to go ahead.
Who we work with
Most of our clients have moved past the simple parts of their financial life. They've built super, accumulated investments, taken on property, started businesses, supported families. The decisions in front of them carry more weight than the ones they made twenty years ago. They want advice from someone who has been through these conversations before, and a firm small enough that the same person stays with them throughout.
The principal
Tim Adams
Founder · Secure Port Wealth
Tim founded Secure Port Wealth in 2022 after thirty years advising clients in Australia. He still leads every client relationship personally, which is the part of the work he wanted the firm built around.
Read the full storyGet in touch
An introductory conversation is complimentary, and there is no obligation.
If working together feels right, we'll outline next steps in writing before anything begins. If it doesn't, you'll leave the conversation with a clearer picture of your situation regardless.
tim@secureportwealth.com- By telephone
- In person at Braeside
- Travel by arrangement
