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

Find out more

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

The Economist - The Earth Circle: making environmentalism pay its way (Video - 14 mins)

A hopeful video about the promise and challenges of the circular economy.

ANZ’s responsible investment fund, what about fossil fuels?

4 May 2017 - Press Release – 350 Aotearoa
ANZ today announced a new international equities fund which excludes investments in companies involved in weapons and tobacco, following pressure from consumers.

The fund recognises changing views on responsible investing, with ANZ saying that they will be able to invest or divest quickly depending on investor attitudes.

350 Aotearoa is calling on ANZ to show the same responsiveness when it comes to divestment from the fossil fuel industry.

New fund to meet changing views on responsible investing

5 May 2017 - Press Release – ANZ Bank
ANZ Investments today announced details of a new international equities fund that can be tailored to meet the changing views of New Zealanders on responsible investing.

ANZ Wealth managing director Craig Mulholland said today the new fund tracks an index of international equities that excludes investments in companies involved in controversial weapons and tobacco.

The end of the cult of car ownership?

RNZ - Nine to Noon. 5 May 2017
If responsible investment includes investing in our means of transport (and I suggest that it does), then you will want to hear this interview.

Kathryn Ryan talks with Stanford University lecturer Tony Seba who has co-authored a report predicting the impact of driver-less cars. He says within 10 years of regulatory approval, 95% of passenger miles traveled in the United States will be in autonomous electric vehicles.

Antibiotics the next ethical investment battleground

(Australian) Financial Review - Adele Ferguson
Weeks after declaring war on tobacco by confirming it would sell $600 million worth of tobacco-related stocks and biological weapon investments, AMP Capital has released a landmark report flagging the regulatory and earnings dangers of businesses using antibiotics in the food chain.

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