Cash Management

Managing your short term cash needs is essential to achieving your goals. We work with you to ensure your money is working effectively – whether for your business or personal needs.

Working directly with the Cash Management team offers several key advantages that ensure your financial needs are met with the highest level of care and security. Think of us as your bespoke banker – unlike traditional banking relationships, our approach is focused on providing convenience and tailored solutions without the transactional nature of typical banking. As agents for Nedbank and Investec Private Bank, we can offer you a number of  benefits such as:

  • Privacy and confidentiality: We ensure your financial information is handled with the utmost discretion.
  • Separate from private banker relationship: Our services are confidential and secure, allowing for cash solutions independent of your private banking accounts.
  • Not transactional: We take a more personalised, consultative approach to enhancing interest rates rather than simply processing transactions.
  • Convenience: We assist in creating short-term accounts and other practical solutions that fit your immediate cash flow management needs.
  • Security: Since we manage everything directly without online access, your funds are protected from cyber-attacks and other digital threats.

With our Cash Management team, you gain peace of mind, knowing your finances are in safe, expert hands.

Keeping cash flow healthy is essential for staying on track. We can help you manage your company’s money so it’s ready when you need it, while also making sure it’s working hard for you. Our team can help you with:

  • The best interest rates for cash accounts 
  • Foreign currency transfers inward and outward
  • Planning for big expenses
  • Securing guarantees from banks
  • Ensuring the confidentiality of salary payments 

Managing your savings is all about finding the right balance – growing your money while still having access to it when you need it most. We’re here to guide you through the options that make saving smart and flexible, so you can meet your financial goals without locking up your funds.

  • Notice deposits and call accounts: Save wisely with flexible options that let you access your money when you need it.
  • Savings accounts: As authorised agents for Nedbank and Investec Private Bank, we can connect you with the right savings accounts to suit your needs.
  • Goal-oriented savings: Whether you’re providing for a rainy day emergency fund, a special savings goal, or foreign investment transfers, we’ll help you choose the best strategy.
  • Foreign currency needs: We also assist with foreign currency transfers for investment purposes, so you get the most competitive foreign exchange rates.

Managing your money doesn’t have to be complicated. With the right advice and a plan that works for you, it can feel effortless and rewarding.

Speak to our team