Melbourne Office

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.

I’ve seen firsthand the transformation in our financial stability, from paying off debt to launching plans for major expansion. Transitioning our investment accounts to Theo Perry with Cypress was a unanimous decision, and it’s been the right one.

From our first visit we were welcomed like family you never knew you had. They care very much about their customers and this shows in the way they follow through with attention to detail and clear communication.

We are deeply grateful to have a banking partner that doesn’t just manage our accounts, but actively believes in and strengthens our mission. Cypress Bank & Trust is more than a financial institution; they’re a trusted ally in the work of rebuilding trust, one relationship at a time.

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.

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.

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.