Professional services

An approach that’s purpose-built and easily tailored to support the financial success of your firm and people.

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Support for professionals

We’ve been helping professional firms for many decades. Everything we’ve learned along the way is helping us to provide financial services that are more in tune to your unique needs. For instance, we recognise the importance of same-day cleared payments, managing funds on behalf of your clients, and having flexible working capital solutions to assist with cash flow fluctuations.

Our business specialists can make a difference when you’re:

  • managing clients’ money and clearing funds quickly
  • smoothing your cash flow fluctuations
  • needing long-term finance for buildings, company vehicles and capital equipment
  • funding new partners into your firm
  • growing your personal wealth.

Products and services

We can tailor financial solutions that are in tune with the needs of your firm.

Private wealth management

Our Private Banking Partners can provide you with professional advice on all your personal banking, financial planning and investment needs. You’ll have access to a reporting and communication tool that gives you 24/7 up-to-date online information on the status of all your investments.

Online Client Funds Service

A smart way to manage funds on behalf of clients or a number of individuals with funds held in trust. Online access lets you manage client trust accounts and funds individually or as groups, pool funds to gain higher interest for clients and get detailed reports 24/7. Ideal for property settlements, you can make single, cleared-funds payment directly from your account to the payee’s account on the same day.

Solicitor Nominated Trust account

An account for eligible lawyers or conveyancers. With no transactional or monthly fees, you can use this account to receive and hold your clients’ funds. Some service fees apply.

More about a solicitor trust account