For individuals
Recent investment statements, policy schedules, retirement fund details, income needs, debts, dependants and any estate documents already in place.
Contact
Call, email or send a secure enquiry to Metropolitan Assets Manager. We will respond with the best next step for your individual, business or corporate needs.
Office details
1 Mispel Rd, Bo Oakdale, Cape Town, 7530, South Africa
Open in mapsBefore we meet
You do not need a perfect file. Bring what you have. We will help organise the rest.
Recent investment statements, policy schedules, retirement fund details, income needs, debts, dependants and any estate documents already in place.
Management accounts, cash-flow concerns, facilities, asset-finance needs, shareholder structure, employee-benefit questions and risk policies.
Investment policy documents, board or committee mandates, cash-flow forecasts, current portfolio reports and decision deadlines.
Questions, worries and priorities. Good advice starts with what matters to you, not with a pre-selected product.
Office location
Our office is positioned for clients across Cape Town's northern suburbs, the CBD, business districts and wider South Africa through remote consultations.
Address: 1 Mispel Rd, Bo Oakdale, Cape Town, 7530, South Africa
Email: contact@metropolitanassetsmanager.com
Phone: +27 71 784 7128
Website: www.metropolitanassetsmanager.com
Common questions
Yes. We are based in Cape Town and can support clients across South Africa through phone, email and remote advisory meetings where appropriate.
Yes. Many relationships start with one decision, such as a unit trust investment, home loan, insurance review or business finance need. We will still explain how it affects the wider plan.
No. Website content is general information. Personal recommendations should follow a proper advice process based on your objectives, risk profile and full circumstances.
We aim to respond promptly during business days. Urgent requests should be made by phone as well as email.