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 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.
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.
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.”
Company Details
- Employees
- 2
- Founded
- -
- Address
- 71 Jan Hofmeyer Road, Westville,kwazulu-Natal 3629,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.wealthcoaching.co.za
- Keywords
- Wealth Coach, Educational Policies, Financial Coaching, Medical Aids, Risk Cover, Tax Advice, Investment Advice, Savings, Investments, Retirement Planning, Corporate Needs, Business Planning, Divorce and Maintenance Protection.
- HQ
- Westville, Kwazulu-Natal
Sm Wealth Coaching (Susan Mercer) Questions
Sm Wealth Coaching (Susan Mercer)'s website is https://www.wealthcoaching.co.za
Sm Wealth Coaching (Susan Mercer)'s LinkedIn profile is https://za.linkedin.com/company/sm-wealth-coaching
Sm Wealth Coaching (Susan Mercer) has
2 employees.
View email and phone details for 2
employees at Sm Wealth Coaching (Susan Mercer).
Sm Wealth Coaching (Susan Mercer)'s industry is
Financial Services
Sm Wealth Coaching (Susan Mercer)'s top competitors are
Wealthup,
Oliver Wyman,
Amazon,
Signal Wealth Advisors,
Signal Wealth Advisors,
Posworx,
Ferrari.
Sm Wealth Coaching (Susan Mercer)'s categories are Financial Services
Sm Wealth Coaching (Susan Mercer)'s founding year is 2002
