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Simplifying your banking experience

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Unparalleled Expertise in Wealth Banking Services.

With an extensive track record in the industry, Our Family Office stands as a beacon of trust and reliability. Our team of financial experts is committed to delivering personalised solutions that align perfectly with your financial aspirations.

Unlock Your Financial Potential with tailored banking services.

Take the first step towards a future of financial prosperity. Partner with Our Family Office today and experience the transformative difference that a dedicated team of financial experts can make in your life.

  • Investec Bank

    Cash Management | Foreign Exchange | Transactional | Bond Origination | Guaranteed Deposits | Treasury Solutions | Foreign Currency Accounts | Notice Deposits  | Term Investments

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  • Nedbank

    Cash Management | Late Estates | Term investments | Notice Deposits

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  • Capitec

    Cash Management | Foreign Exchange | Foreign Currency Accounts | Forward Cover Exchange

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  • Trustco Life

    Offshore Guaranteed Deposits | Notice Deposits

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  • Old Mutual

    Bond Origination

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  • Pollen Finance

    Bridge Financing Solutions

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  • Standardbank

    Bond Origination

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  • ABSA

    Bond Origination

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  • Sentinel

    Bond Origination

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  • First National Bank

    Bond Origination

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  • RMB

    Bond Origination

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  • Discovery Bank

    Bond Origination | Transactional Banking

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Money Fund Savings


Effortlessly optimize your cash flow with our cutting-edge cash management solutions. Our Family Office offers a range of strategies to ensure your money is working as hard as you do. Say goodbye to idle funds and hello to enhanced liquidity and profitability.

Notice Deposits

The CCM Notice Plus Deposit is a notice deposit with a prime-linked interest rate which provides a choice of notice period and liquidity percentage options. You have the ability to customise the account by specifying the following notice period and liquidity requirements

Trust Accounts


Secure your legacy and protect your assets with unique trust account options. Our Family Office provides a range of trust account solutions form our banking partners designed to safeguard your wealth for future generations, offering peace of mind and financial security.

Late Estate Account


With years of industry experience, our team has the knowledge and insights to guide you through the complexities of Lates estate accounts while earning an attractive interest rate with lower banking fees.

Guaranteed Fixed Growth


Stabilise your returns with global fixed rate savings accounts from 1 year to 5 year saving options. Our Family Office offers competitive fixed-rated options in Namibia and South Africa that shield your savings from market fluctuations, providing a secure and predictable investment avenue.

Guaranteed Fixed Income


A fixed income investment plan is a strategy designed to generate regular income from investments with predictable returns, often favored by investors seeking stable cash flow and capital preservation

Bond Origination


At Our Family Office, we understand that every client's home financing needs are unique. Our experienced advisors take the time to understand your requirements, tailoring a home loan solution that suits your budget and financial goals.

Foreign Exchange


Maximise your foreign exchange gains with Our Family Office's skilled negotiators. We work tirelessly to secure the most competitive exchange rates for your transactions, ensuring you get the best value for your money.

Vehicle Refinance


Do you require  refinance on your current vehicle not older than ten years? We can assist extracting capital from your vehicle to ensure you are moving forward with your financial goals.

Transactional Banking


We provide this service through our banking network and connect you directly to a suitable banker. As we remain independent we can assist you towards the most suitable bank receiving unbiased view on banking.

Become a business partner

Our Family Office collaborates with various partners in the Accounting, Legal, Financial, Fiduciary and Advisory space.  We assist companies in running a compliant and efficient banking services department.

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Bank accounts, Interest rates, Fixed growth deposits, Fixed Income Deposits, Best interest Rate
June 19, 2024
This is why you need an independent banking partner to ensure you obtain the best suitable banking rate in the market at no additional cost.
Home Loan, Bond Origination, Home refinance, New Home Loans
April 16, 2024
Applying the 28/36 rule can help ensure that you're not overextending yourself financially and can comfortably manage your debt obligations while still enjoying your desired lifestyle.
Fixed Growth Guaranteed, Fixed Income Guaranteed, Fixed Investments, Global Fixed Deposits
March 19, 2024
Why taking the risk of losing a large portion of your investment while you can stabilise your returns earning the same effective average return as Global Share portfolios.
Fixed Growth Capital, Fixed Income solutions, Fixed deposits, foreign currency accounts
February 21, 2024
While South Africa offers various investment opportunities, there are also several reasons why investors must avoid investing their funds in South Africa.
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