I set myself apart from other financial planners in my holistic approach to financial planning and my deep desire to educate my clients.
I strive to assist my clients to make quality financial decisions and not “ad hoc” financial decisions – this helps my client’s to decide on what is sustainable, desirable and achievable when creating their financial plans.
Susan Mercer is a passionate believer that financial education is a key ingredient for success. “It does not matter what age you start, what matters is that you never stop”. She is set apart from other financial planners with her holistic approach to financial planning and her deep desire to educate her clients.
Susan Mercer is a sought after, fee based, financial planner and wealth coach. Susan is a certified financial planner (CFP) who also holds a post graduate diploma in Financial Planning with UFS, holds an advanced diploma in estates, trusts and estate administration with UFS as well as has a Diploma in Tax with University of Pretoria.
Susan Mercer is also a regular financial commentator and has featured in Cosmopolitan, Psychologies, Personal Finance, Real Simple Magazine, Mum’s Mail , ALL4WOMAN ‘s website and the Get It Community Magazine.
She has had her own financial planning practice since 2002 and prior to that spent many years in the financial sector where she identified a key ingredient that was missing – educating the client to understand their own financial affairs and the financial products that they are buying. Her passion is financial education and is a well known speaker, coach and educator. She gives workshops, attends workshops and believes in constantly empowering herself and others with new knowledge.
Quick Tips & Action Steps
Immediately put away 10% of your income into an investment or savings account.
If this is difficult to do, start at 1% and work up to 10%.
Bonus or Increase
Save your bonus and any increase you may have.
Adjust your spending habits – ask yourself is this a need or a want?
Susan is an expert at financial education guiding, teaching and educating people on creating a sound financial plan so ultimately her clients experience financial empowerment.
Susan believes that it is her life experience that allows her to connect with her clients and be of great value. She has been both married, been a step parent and has raised a child alone as a single mother.
Having been in a 3 year legal custody battle, she has personal insight of how the legal system works with regards to court orders, lawyers and the emotions one experiences going through a divorce or custody dispute. This process has give her deep insight in to how the easily it can be to be overwhelmed by the legal system, the jargon that is used as well as the huge costs a person suffers financially, emotionally and physically going through this process. She is able to understand the importance of the wording of documents in a divorce or custody order and how important it is to think about the long term implications to your life both emotionally and financially before the signing of these documents. Her advice on which insurance products should be included in these documents secures the financial well being of both parents and their children. So often there is a fight for maintenance and alimony but no provision is made on the death, disability, illness, or the possibility of either partner re-marrying and changing beneficiaries on life insurance policies. This creates anxiety for all parties and has often in her experience lead to financial catastrophes.
She has incorporated her own life’s experience and into her coaching and financial practice.
“I create a world of financial success by educating and inspiring others.”
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It was lovely to see you too! Thank you so much for fitting me in to your busy Cape Town schedule, and for the all the excellent advice over the years, which has enabled me to pay off my credit card and most of my bond this week! And after this month I will own my car, so I am lucky enough to be debt-free…
Liberty sent a nurse to take some blood for glucose and cholesterol levels: I wonder if you could please forward the results to me when you receive them.
I will be interested to speak to Gary – many people (including you!) are advising me to income protection, as they pay out in full in the event of one not being able to work, and the subscription is tax-deductable.
Looking forward to seeing you in December – you’ll have to come for dinner, as I have acquired some more dining room chairs!
Keep well, and thank you again for all your help with this.
I always feel so liberated and in control of my finances after meeting with you!
Thank you very much!
Please do send me the budget we discussed – as I would love to track my pennies each month and see where it all goes, and where I can make improvements!
Have a wonderful day
Thank you for another great meeting – I won’t lie, initially it is very daunting to physically see what needs to be saved and how important it is, but I really can’t thank you enough for being so patient with me and explaining everything in “easy” terms!”
Thank you for this impressive newsletter. Excellent advice!
I am not sure if I ever thanked you guys officially for sorting out my FMI claim. I really did appreciate it. The money has come at the perfect time! Thank you, thank you.
I hope you have a happy holiday time and a blessed Christmas. I look forward to seeing you in the New Year.
All the best
Thanks for all the expert advice and yes I think we should commute the 1/3 into Alan Gray & the rest into an annuity.
Please don’t forget to send me the budget spreadsheet & the will.
Thanks again & talk soon
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031 266 3313 or 082 57 37 243
71 JAN HOFMEYR ROAD, WESTVILLE, 3629
MONDAY TO FRIDAY FROM 8 AM – 4 PM
FAX US ON:
0866 178 951
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