About Us

After 25 years of working for financial institutions of all sizes, 3D Financial Ltd. was established as a full service private office with international reach.

Through the years, our clients’ needs changed, but financial firms did not. We were tired of the larger institution’s bottom-line approach; forced product pushing, high fees, commissions and unclear fee structures, cookie-cutter portfolios, and standardized investment plans.

We wanted to get away from this impersonal approach to wealth management and financial planning, and instead, have the freedom to offer a more client-focused approach.

At 3D Financial Ltd., we believe that proper financial management should be unbiased, personalized and it should give you clarity and control over your finances.

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SATISFIED CLIENTS
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Our Areas of Expertise

What Clients Have to Say

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