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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

Bank of NZ to bring in nuclear free, tobacco free investment policy

NZ Herald - By Rebecca Howard
Bank of New Zealand has developed a responsible investment policy which excludes companies involved in the production of cluster munitions, anti-personnel mines, nuclear weapons and tobacco or tobacco products from its international equity holdings, it said.


NZ millions in embattled palm oil company

Newstalk ZB Jamie Morton, Section Politics, Publish Date Sunday, 12 March 2017
Millions more dollars have been invested by a Government superannuation fund in an international palm oil company embroiled in allegations of labour abuse on some of its Indonesian plantations.

The Green Party has called on the New Zealand Superannuation Fund and Government Superannuation Fund - two of the Government's three largest investment funds - to cut ties with Wilmar International after receiving information showing around $7 million is currently invested.

KiwiSavers set to profit from Donald Trump's US-Mexico border wall

ROB STOCK - March 5 2017
"Build that wall! Build that wall!" Donald Trump supporters chanted at his pre-election rallies, and it looks certain now he will.

It could be good news for KiwiSavers, as some of their money is invested in private contractors currently running security on the 3200 kilometre US border with Mexico.

And at least one US-listed company that appears in some KiwiSaver funds has thrown its hat into the ring for contracts to build Trump's permanent wall.

ESG turns the corner – it actually makes money

Investment News NZ - March 19, 2017
Vontobel Asset Management, the big Swiss-based multi-strategy manager, which has been managing money on a sustainable basis since 1994, believes the corner has finally been turned. Investors – at least the professionals – now know that ESG management enhances returns.

Impact investing in the age of President Trump

Investment News - 5 Mar - By John Waggoner
If implemented, the president's policies could have a profound effect on issues that resonate with a growing number of investors: the environment, social issues and corporate governance.

It's too soon to tell what effect the election of Donald J. Trump to the presidency will have on impact investing. But if implemented, Mr. Trump's policies could have a profound effect on issues near and dear to a growing number of investors: the environment, social issues and corporate governance.

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