31 July 2019

CEO of the year

We are proud to announce that Steven Sussman has been named Wealth Planning and Preservation CEO of the Year 2019 at the Global CEO Excellence Awards.


A business is only as good as its leadership, which is why CEO Monthly chooses to honour those individuals committed to driving business growth and baring the responsibility of making crucial corporate decisions which can make or break a business entity. Read the full article here.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.


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