Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Michael Kitces is Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.
In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners; co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters; former practitioner editor of the Journal of Financial Planning, host of the Financial Advisor Success podcast, and publisher of the popular financial planning industry blog Nerd’s Eye View.
Kitces is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an “Influencer,” a “Mover and Shaker,” part of the “Power 20,” and a “Rising Star in Wealth Management” by industry publications. These awards were presented to honor his active work in the financial planning community, including numerous other boards and committees for the Financial Planning Association, the Investments and Wealth Institute, and the Society of Financial Services Professionals, at both the local and National levels.
Kitces is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.
He is an active writer and editor across the industry and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more.
In addition, Kitces has co-authored numerous books, including The Annuity Advisor (now in its fifth edition) with John Olsen, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and Tools & Techniques of Retirement Income Planning with Steve Leimberg and others.
One America Square, 17 Crosswall, London, EC3N 2LB
+64 3 379 7622
linkedin.com/in/gbinsurancelady/
srinsurancesolutions.co.uk
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Chief Financial Planning Nerd and Head of Planning Strategy
Kitces.com
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2017
2018
2019
2020
2019
2022
Lawyers Weekly’s Top 30 Under 30 Property Finalist
2017
Promoted to Senior Associate at MinterEllison
2018
In-House Legal Counsel at L’Oréal Australia and New Zealand
2019
Australian Corporate Lawyers Award In-House Finalist
2020
Joined the partnership at Wynn Williams in the property and commercial team
Appointed to the Property Council NZ Retail Committee
Invited to sit on the judging panel for Lawyers Weekly’s Australian Law Awards
2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
INVESTMENTNEWS RISING STARS 2024 JUDGE
Michael Kitces is Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful.
In addition, he is the Head of Planning Strategy at Buckingham Wealth Partners; co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters; former practitioner editor of the Journal of Financial Planning, host of the Financial Advisor Success podcast, and publisher of the popular financial planning industry blog Nerd’s Eye View.
Kitces is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an “Influencer,” a “Mover and Shaker,” part of the “Power 20,” and a “Rising Star in Wealth Management” by industry publications. These awards were presented to honor his active work in the financial planning community, including numerous other boards and committees for the Financial Planning Association, the Investments and Wealth Institute, and the Society of Financial Services Professionals, at both the local and National levels.
Kitces is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.
He is an active writer and editor across the industry and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more.
In addition, Kitces has co-authored numerous books, including The Annuity Advisor (now in its fifth edition) with John Olsen, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and Tools & Techniques of Retirement Income Planning with Steve Leimberg and others.
