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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

Our food system is broken: we must repair it

Making it work for both people and planet is good business, as well as the right thing to do
Let’s start with the good news. Humankind is living longer than ever before. Fewer of us are going to bed hungry. Improvements in diets and modern medicine have contributed to a 20-year increase in the average global life expectancy since 1960. The number of undernourished people has fallen from 1 billion in 1991 to 815 million today, even as world population has grown by over 2 billion.

The SDGs Are An Opportunity, Not Just A Challenge

FORBES, MAY 24, 2018, Michele Giddens , CONTRIBUTOR
The Sustainable Development Goals present a unique and critical challenge for countries around the world. But they’re also bringing to light some of the biggest investment opportunities in a generation.

Watch out for 'green-washing'

Good Returns - 1 June 2018
Investment advisers need to look closely at fund managers that promise "responsible" or "ethical" investment options, industry researchers warn.

Banking with a conscience gains ground

Stuff - John Berry, April 15 2018
OPINION: Conscious consumerism – the trend for people to make ethical choices as they shop – is posing an enormous dilemma for New Zealand's largest banks.

The Royal Forest and Bird Society's decision last week to dump ANZ as its banker in favour of Kiwibank, a bank it claims has stronger environmental credentials, highlighted the challenge.

Forest and Bird (very obviously) cares about how the environment is treated.

It doesn't want habitats cleared to dig for coal or pump oil and it definitely doesn't want to deal with a bank making loans and generating profits by enabling environmental damage.

Why the business model of social media giants like Facebook is incompatible with human rights

The Conversation - April 3, 2018
Facebook has had a bad few weeks. The social media giant had to apologise for failing to protect the personal data of millions of users from being accessed by data mining company Cambridge Analytica. Outrage is brewing over its admission to spying on people via their Android phones. Its stock price plummeted, while millions deleted their accounts in disgust.

Facebook has also faced scrutiny over its failure to prevent the spread of “fake news” on its platforms, including via an apparent orchestrated Russian propaganda effort to influence the 2016 US presidential election.

Facebook’s actions – or inactions – facilitated breaches of privacy and human rights associated with democratic governance. But it might be that its business model – and those of its social media peers generally – is simply incompatible with human rights.

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