Wealth should serve your mind, body and soul and should create balance, harmony and peace in your life. At 3D Holistic Wealth, we believe that everyone should find their purpose in life in order to achieve their fullest potential and should be able to pursue that purpose without worrying about their financial future.
Our Value Proposition
We are a financial services practice that gives holistic financial advice. We help individuals and businesses with state-of-the-art professional investment strategies designed to grow their money and beat inflation, while having downside risk management, so that they do not have to live in an environment of fear and worry about their financial future. We empower our clients with financial education, and enable them to enjoy passive income and have work-optional lifestyle. Our best clients are the ones who are purpose-driven, have a growth mindset and value our expertise.
Holistic Wealth
Our emphasis is on holistic wealth serving your mind, body and soul. Wealth should create balance, harmony and peace in your life. When wealth is used to serve these three dimensions, you can experience not only a true sense of achievement, but also a deeper peace and joy. As Albert Einstein said, ”The most precious things in life are not those you get for money.“
State-of-the-Art Investments
Our investment philosophy is deeply rooted in our state-of-the-art professional investment strategies to grow your money, not only to beat inflation, but also to build wealth. Our hands on customized solutions approach is geared to optimize your investments based on your specific circumstances, values, goals, objectives, risk tolerance and time horizon.
Risk Mitigation
Warren Buffett once said, ”Only when the tide goes out do you discover who’s been swimming naked.“ Focus on risk mitigation is one of our core values. We believe in growing investments while having downside risk management striving to mitigate market losses, so that you do not have to live in an environment of fear and worry about your financial future.
Purpose Driven
We believe that focus of wealth creation should not simply be for the sake of it but for a specific purpose. And everyone should find their purpose in life and be able to pursue that purpose without worrying about their financial future. Furthermore, we believe that everyone should have financial freedom and enjoy life to its fullest potential.
Empowering Through Education
As the famous Chinese proverb goes, ”Give a man a fish and you feed him for a day, teach him to fish and you feed him for a lifetime,“ we believe in empowering you through financial education. We believe that, as a fully informed, educated investor, you can reach your retirement goals much more quickly than a financially illiterate jelly fish would.
Our Mission
To empower 100,000 people through financial education so that they can attain financial freedom and pursue their true purpose in life.
Many rightly say it’s not about timing the market, but about time in the market, but what if we could do both?
Future
Why Us?
You know what you know. You also know what you don’t know. We help you discover what you don’t know, you don’t know.
