Invest for good 

  • Investment options and advice to help you make a positive difference in the world 
  • As independently owned specialists, we'll work with you to tailor a solution that reflects your values and concerns
  • With Rise Responsible Investments, you can invest in what you care about without sacrificing returns

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Certified by Responsible Investment Association of Australasia

Jonathan Neal, director of Rise Financial, has been certified by RIAA (Responsible Investment Association of Australasia) according to the strict disclosure practices required under the Responsible Investment Certification Programme. The Certification Symbol signifies that an investment product or service takes environmental, social, ethical or governance considerations into account along with financial returns. Visit responsibleinvestment.org for more details on RIAA.

Testimonials

His knowledge and competence in planning for financial security is excellent.
In November 2004 we invited Jonathan to prepare a financial plan for us. This plan enabled us to look at our assets apart from the family home, organise them more effectively, understand our investment risk profile and plan so that in our retirement we had good understanding as how to make those assets work for us in the best possible way. Now, ten years on and mostly retired we have never regretted this step. Jonathan is meticulous in the detail that he continues to provide but always presents us with a range of options as he patiently helps us understand investment options. His advice is given in a most professional, helpful, friendly and caring way that always helps us invest responsibly to meet our long term goals. His knowledge and competence in planning for financial security is excellent. We have had no hesitation in recommending his services to other family members.
Dave & Roslyn McDonald
I would strongly recommend Jonathan as a financial adviser.
I would strongly recommend Jonathan as a financial adviser. Whether beginning an investment portfolio or developing one already established, Jonathan’s thorough, up-to-date knowledge, and professional diligence underpin his ability to provide appropriate individual advice. He is friendly, honest, patient and meticulous in the care he takes to ensure investments are ethical, wise and safe.
Elizabeth O'Connor
I was delighted to have the opportunity to invest responsibly through Jonathan's interest in this area.
I have been a client of Rise Financial since its inception, and was associated with Jonathan and his team for a number of years before that. I have always found them to be professional, friendly and helpful. Jonathan is very thorough and has extensive knowledge of the field of finance and investment. I was delighted to have the opportunity also to invest responsibly through Jonathan's interest in this area.
Anne Kroening
Jonathan keeps up to date with this growing market and therefore is able to keep us informed of the increasing opportunities to participate in responsible investments.
We chose to invest for our retirement with Rise Financial Ltd for many reasons and two in particular. Firstly, we have been salaried employees all our working lives so have not developed any useful knowledge about investments. Jonathan really understands needs for investment and therefore is very good at offering information and options, listening to our retirement plans and assisting us in making appropriate decisions. Secondly, we are particularly interested in ensuring our investments are used to assist the healthy, ethical developments within New Zealand and beyond. Jonathan keeps up to date with this growing market and therefore is able to keep us informed of the increasing opportunities to participate in responsible investments.
STEVE & PENNY MOLNAR

Responsible Investment News

Mint cleans up in ESG ranking, launches fresh fund

Fund managers must have a clearly-defined environment, social and governance (ESG) policy to attract institutional investors, according to Mint Asset Management chief, Rebecca Thomas.

Thomas said wholesale investors increasingly see comprehensive ESG policies as a must-have fund management item rather than simply a specialised portfolio ‘ethical’ option.

“Globally, fund manager responsible investment policies are now viewed as a hygiene factor by institutional investors,” she said, to be tested against international ESG benchmarks.

NZ leads way in SRI boom

The NZ arms of many Australian-owned fund management groups are steering an independent line on socially responsible investing (SRI), head of the sector’s peak Australasian body says.

Simon O’Connor, Responsible Investment of Australasia (RIAA) chief executive, said a number of Australian-parented NZ fund managers – including BT/Westpac, AMP, ANZ, BNZ and Mercer – have kept local control of environmental, social and governance (ESG) policies.

“Notably, those (NZ) domestic organisations are formulating their own ESG approach rather than using one handed down from their Australian owners,” O’Connor said. “It’s pleasing to see them doing it on a NZ basis.”

Investors urged to back ethical companies

Dr Robert Howell's presentation in Kaitaia on responsible investing drew a small audience but delivered a powerful message. Those who cared about future generations had to take more responsibility for who used their money, and the effect investments had on the planet, he told the audience at a Far North REAP (Rural Education Activities Programme) gathering recently. The international expert on responsible investment, and author of the recent-released book Investing in People and the Planet, invited the audience to think about who invested their money on their behalf.

240 Auckland University staff join fossil fuel divestment push

Pressure has mounted on foundations linked to the University of Auckland to pull their money from fossil fuel companies, with 240 university staff signing an open letter backing the shift.

The letter - signed by prominent faculty members including Dame Anne Salmond, Professor Jane Kelsey, Dr Niki Harre and Professor Peter Adams - comes two weeks after 13 students staged a 12-hour sit-in at Vice-Chancellor Stuart McCutcheon's wing in the university's historic clock tower.

Church Leaders join those galvanizing for Climate action

Church Leaders and Churches Climate Network joins those galvanizing for Climate action and laments US withdrawal from the Paris Agreement

5th June 2017 F.
The Churches Climate Network in New Zealand profoundly laments the withdrawal of the US from the Paris Agreement for climate stabilization.
The US decision shows the forces of economic self interest clashing with tide of long term transitions to an economy aligned with the planet. ‘The Paris Agreement brought about global recognition of human interdependence with the biosphere and churches are taking action for the transition’ says Rev. Dr Betsan Martin, Convenor of the Churches Climate Network.

A copy of Jonathan Neal's Primary Disclosure Statement is available here.