Our Mission

I believe that “financial know how” is the key ingredient for success and it does not matter at which age you start to gain knowledge, what matters is that you never stop.

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

Director

“Money plays a role in our self esteem and our relationships. From birth to death, money plays a critical role. It provides food, shelter, education, health care and transport. Marriage, divorce, parenting, being single, retirement, death of ourselves or our partner require decisions that demand knowledge about money – don’t you think you owe it to yourself to be informed?”

Susan Mercer

SM Wealth Coaching

About Susan Mercer

Susan Mercer is a fee based financial planner. We offer – both individual and corporate planning advice. Our services are listed below. Click on each one for more information.

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, she is 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

Savings

Immediately put away 10% of your income into an investment or savings account.

Too Difficult?

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.

Spending

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.”

Our Signature Services

Susan Mercer is a fee based financial planner. We offer – both individual and corporate planning advice. Our services are listed below. Click on each one for more information.

Testimonials

A few words from our esteemed clients

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CALL US ON:

031 266 3313 or 082 57 37 243

PHYSICAL ADDRESS:

71 JAN HOFMEYR ROAD, WESTVILLE, 3629

OPENING HOURS

MONDAY TO FRIDAY FROM 8 AM – 4 PM


FAX US ON:

0866 178 951

POSTAL ADDRESS:

P. O. BOX 1486, WANDSBECK, 3631

EMAIL ADDRESS:

admin@wealthcoaching.co.za or susan@wealthcoaching.co.za