We help business owners and professionals turn financial uncertainty into clarity, confidence, and control through independent, fixed-fee financial planning. We believe financial planning should be about more than money. It should help you build and protect your wealth, enjoy more of life today, and feel ready for whatever comes next.
Are you saving enough?
Are your investments really doing what they should?
Are you paying more tax than necessary?
Will you actually be able to retire when you want to?
Can you afford the things you really want in life?
Business owners
Busy running a business and unsure how to turn success into long-term personal security.
High-earning professionals
High earners who want structure, clarity, and confidence around their financial future.
Families planning ahead
People approaching retirement who want certainty, not guesswork.
Those seeking freedom
Those who want to protect their wealth and plan for the people they care about.
Other Firms
Biased Advice
Recommendations influenced by products or commissions, not your best interests.
Unclear Fees
Complex or layered fee structures that can be difficult to fully understand or anticipate.
Upfront Fees
An initial charge is often required before advice or planning begins.
With Pura Vida
Independent Advice
Truly impartial planning focused on your goals and priorities.
Clear, Fixed Fees
Straightforward pricing with no commissions or percentage-based charges, explained upfront.
No Initial Fees
You won’t pay an upfront fee just to get started or explore whether we’re right for you.
Retirement Planning
Confused about when you can afford to stop working? We’ll help you plan for freedom and confidence in later life.
Tax Planning
Paying more than you need to? We’ll structure your finances to make your money work harder for you.
Estate Planning
Want to pass wealth to your family with care? We’ll help you protect what you’ve built and leave a legacy that lasts.
Investment Strategy
Unsure if your investments are doing enough? We’ll build an evidence-based portfolio that supports your goals.
Protection Planning
Worried about what happens if life takes a turn? We’ll make sure your loved ones are financially secure no matter what.
Business Owner Support
Too busy running your business to plan your own future? We’ll help you create structure, strategy, and tax efficiency.
- Dan Bruce
“Pura Vida have helped me to plan for the future while enjoying life today. Ben, Adam and the team are a delight to work with, they've helped me to understand what I previously understood to be tricky concepts. Having started my business a year ago, they have helped me structure both my business and personal finances giving me the head space to concentrate on family and running my business."
- Paul Barnes, Managing Director MAP
"Of all the people that you need to be able to trust in life, the one that handles your money is pretty high on the list!
I have met many financial planners and advisers in my career and Adam has not only been the most impressive in terms of approach but also the one with the highest levels of values"