Melbourne Office

They took the time to understand our goals, provided clear guidance on our options, and presented us with a financing package and terms that were more competitive than the other lenders we interviewed.

After 35 years in the trust investment business, John George was ready to retire. Then came a call from a former colleague who had joined Cypress. He decided to give it a try, and never looked back. What was meant to be retirement turned into 15 years of meaningful work and confidence that his clients were in capable hands.

Navigating the intersection of family dynamics and asset management was overwhelming, but the team at Cypress helped us see the bigger picture with clarity and compassion. They didn’t just manage our assets; they helped mend our family bonds.

Implementing Positive Pay at no extra cost was a huge relief, eliminating our risk of check fraud. One of my biggest frustrations was having to go to the bank to send wires, but now I can do it all online with just a quick callback for verification.

With their guidance, we’ve moved faster, hired smarter, and turned opportunities into contracts.

What I love about Cypress is how personal it feels. They know my name. They understand the goals I have for my business. And when I call, whether it’s a small question or a big financial decision, I know someone will pick up and truly help. That kind of relationship is rare.

Cypress made an emotional and complex process seamless. They explained everything clearly, ensuring we felt informed and secure every step of the way. Their professionalism, kindness, and respect provided immense comfort during a difficult time.

They have educated me on and facilitated the improvement of my anti-fraud behaviors, specifically by introducing me to Positive Pay. The folks at Cypress Bank & Trust have truly made a significant difference in my banking experience and business growth.