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.