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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

KIWI MANAGED FUNDS FLOCK TO DISCUSS GOING TOBACCO FREE, CAMPAIGNER SAYS

Wednesday 16th November 2016
Bronwyn King, the Australian doctor leading a global push to encourage fund managers to exclude tobacco stocks, said she’s had approaches from six major funds in New Zealand interested in making the shift.

The move follows investor uproar earlier this year after media investigations found New Zealanders had unknowingly invested $152 million in arms manufacturers and big tobacco companies through their KiwiSaver funds, she said.

Social impact investor keen to bring US entrepreneurs to NZ

In the wake of the US election, Kiwi social and impact entrepreneur Derek Handley says he has had early interest in an offer to relocate American entrepreneurs to New Zealand if his activist venture capital firm invests in them.

Sustainable Business Survey 2016

Wednesday, 9 November 2016. Press Release: University of Auckland Business School
Sustainable Business Survey 2016: NZ firms poised for progress

New Zealand businesses are taking mostly tentative steps into the world of sustainability, but may be gearing up to tackle the big issues, according to a University of Auckland survey.

The survey, conducted by the University’s Business School, found over half (53 percent) of the 33 respondents – chosen because they’d already made moves towards improved sustainability – aimed to become sustainability leaders in their sectors in the next three to five years. One-fifth aimed to disrupt their markets.

Super Fund to ditch fossil fuel investments

19 October 2016 - Anusha Bradley
The New Zealand Superannuation Fund will start getting rid of its investments in fossil fuel companies, it has announced.

Barry Coates: 'The government needs to step up and take action'

Audio (9' 22") RNZ 20 Nov 2016
Green MP Barry Coates was a winner at this year's Sustainable Business Awards. He tells Wallace Chapman that sustainability is dramatically changing the nature of the New Zealand business sector, but ...

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