Visit website

Investment minimums

R1m < R5m

Susan Mercer

My mission is simple: to create a world of financial success by educating and inspiring others.

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” lifestyle choices – this helps my clients to decide what is sustainable, desirable and achievable when creating their financial goals. I like working with the following client types: Almost retirees, Established professionals, Families and Retirees.

My qualifications are:

Financial Coaching Diploma University of Stellenbosch - Jan 2020 - Dec 2020

Diploma in Tax University of Pretoria Jan 2019 - Dec 2019

Advanced Diploma in Trusts and Estate Administration University of the Free State Jan 2017 - Dec 2019

Post Graduate Diploma in Financial Planning (CFP) University of the Free State Mar 2012 - Nov 2012

National Certificate in Wealth Management University of Stellenbosch Business School Jul 2007 - Aug 2009


71 Jan Hofmeyr Road, Dawncrest, Westville, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

susan@w******************o.za

Reveal contact details

Susan Mercer

My mission is simple: to create a world of financial success by educating and inspiring others.

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” lifestyle choices – this helps my clients to decide what is sustainable, desirable and achievable when creating their financial goals. I like working with the following client types: Almost retirees, Established professionals, Families and Retirees.

My qualifications are:

Financial Coaching Diploma University of Stellenbosch - Jan 2020 - Dec 2020

Diploma in Tax University of Pretoria Jan 2019 - Dec 2019

Advanced Diploma in Trusts and Estate Administration University of the Free State Jan 2017 - Dec 2019

Post Graduate Diploma in Financial Planning (CFP) University of the Free State Mar 2012 - Nov 2012

National Certificate in Wealth Management University of Stellenbosch Business School Jul 2007 - Aug 2009

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

71 Jan Hofmeyr Road, Dawncrest, Westville, South Africa

Get directions

Contact details:

082 XXX XXXX

susan@w******************o.za

Reveal Contact Details

About

About SM Wealth Coaching

Owner, managed business - offering bespoke financial planning, focusing on holistic planning, incorporating investments, estate planning and personal planning - we 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.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.