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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

GM’s Ready to Lose $9,000 a Pop and Chase Electric Car Boom

Friday December 2 2016 03:18 p.m. 0 comments
By David Welch and John Lippert, Bloomberg News
General Motors Co. stands to lose as much as $9,000 on every Chevrolet Bolt that leaves a showroom once the all-electric subcompact starts rolling out. Sounds crazy, but the damage makes perfect business sense under the no pain, no gain policy driving the electric-vehicle boom in the U.S.

Global $100 Billion Climate-Fight Pledges May Survive Trump Era

Saturday November 19 2016 08:37 a.m. 0 comments
By Jessica Shankleman, Bloomberg News
Industrial nations are looking at how to deliver on a pledge to provide $100 billion a year in climate-related aid even if U.S. President-elect Donald Trump follows through on his pledge to stop supporting the fight against global warming.

The clear majority of New Zealanders expect more than just financial returns from their KiwiSaver

Tuesday November 15 2016 12:47 p.m. 0 comments
Consumer polling released today highlights just how strongly New Zealanders believe their KiwiSaver providers should consider environmental, social and ethical factors as part of delivering good investment products and financial returns.

Bank Of England’s Haldane Says Diversity Will Combat Financial Groupthink

Friday November 11 2016 01:19 p.m. 0 comments
By John Ainger, Bloomberg News
Bank of England Chief Economist Andy Haldane said there’s a need for greater diversity among senior executives to prevent the type of “groupthink” that can allow events such as the financial crisis to take place.

Sustainable Investors Find the Positives in Trump Win

Friday November 11 2016 01:03 p.m. 0 comments
Sustainable Investors Find the Positives in Trump Win By Emily Chasan and Justin Morton, Bloomberg Briefs
Don't let yesterday's selloff in renewable energy companies fool you: Some sustainable investors actually expect Donald Trump's victory in the U.S. presidential election to be a long-term positive for socially and environmentally conscious portfolios.

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

Contact Us

Phone
0800 894 105
035 466 222
Postal Address
Rise Financial Limited
PO Box 7062
Nelson 7042
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