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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 Program. 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

GUNS, TECH STOCKS AND THE SHIFTING SANDS OF ETHICAL FINANCE

12 April 2018 By Simon O’Connor, CEO, Responsible Investment Association Australasia
Ethical investment used to be pretty straight-forward – avoid your traditional sin stocks, and invest in the rest of your universe.

Recent developments have shown us just how far we have moved on from those days of safe, simple ethical investing to a much more complex world.

Facebook Turns Toxic for Some ESG Funds

Bloomberg Briefs By Emily Chasan
Just how toxic is the data-privacy scandal for Facebook? So toxic that some investment funds now are lumping in the social network with big polluters and other corporations they consider ethically challenged.

Rich pickings for Australian ethical investment fund

Business.Scoop By Tina Morrison - 14 March 2018
New Zealand has provided rich pickings for Australia’s largest ethical investment fund, producing some of its best investments, according to the Kiwi who has managed its local equities for the past decade.New Zealand offers rich pickings for Australian ethical investment fund

Eliminating gun stocks from your portfolio

NZ Herald - 5 Mar, 2018
As corporations from Walmart to Delta Airlines are choosing to take a stand against gun violence, investors may be wondering if they can do the same.

Investors who never directly purchased shares of gun makers or sellers may unknowingly hold them in their 401(k) accounts, pension funds or other investments. That's because commonly used index funds and mutual funds hold a wide array of stocks.

Farm animal welfare moves up the corporate agenda

Scoop - 23 February 2018
Leading global measure of how companies perform on farm animal welfare shows that ‘big business’ is getting the message: animal cruelty is bad for business.

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