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February 2023 Meeting
Feb 2 @ 8:00 am - 10:30 am
Topic: Tax efficiency for your life & business
SARS, you and your business. A relationship that works or one that gives you nightmares?
Susan will share her wisdom and insights on how SARS impacts you and your business, both in life and death. She will guide you with helpful tax planning techniques and products to ensure you sleep easy knowing you are compliant and tax efficient.
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Guest Speaker: Susan Mercer
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 postgraduate diploma in Financial Planning with UFS, A Financial Coaching, Diploma with Stellenbosch University, Neurological Brain Based Coaching with Results coaching, 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 she is a well-known speaker, coach and educator. She gives workshops, attends workshops and believes in constantly empowering herself and others with new knowledge.