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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

NZ Super Fund won't buy recreational cannabis shares

The $37 billion NZ Super Fund said it won't invest in companies involved in the recreational cannabis industry.

The move, announced on Monday evening, came on the eve of Parliament debating a bill to legalise medicinal use of cannabis.

The NZ Super Fund, which is New Zealand's giant sovereign wealth fund designed to help pay for NZ Super for tomorrow's pensioners, started the moves to exclude recreational cannabis in September before the Labour-led government assumed power.

First do no harm: How to be a responsible investor

There is a rising global movement towards responsible investing, but how can new KiwiSavers know how to invest without causing harm? Rebecca Stevenson caught up with Kiwi Wealth’s Steffan Berridge to discuss the ins and outs of ethical investing.

Millennials take up ethical investing (and it's rubbing off on their parents)

Millennials are increasingly interested in sustainable investing and in many cases are instilling their social and environmental values in their parents.


Mass starvation is humanity’s fate if we keep flogging the land to death

While directly not concerning responsible investment, this issue clearly has implications for what we invest in (Jonathan Neal).

Brexit; the crushing of democracy by billionaires; the next financial crash; a rogue US president: none of them keeps me awake at night. This is not because I don’t care – I care very much. It’s only because I have a bigger question on my mind. Where is all the food going to come from?

By the middle of this century there will be two or three billion more people on Earth. Any one of the issues I am about to list could help precipitate mass starvation. And this is before you consider how they might interact.

Giving Capitalism a Social Conscience: An Interview with Muhammad Yunus

For more than 40 years, Muhammad Yunus, the Bangladeshi founder of the Grameen Bank and recipient of the 2006 Nobel Peace Prize[1], has been asserting that the most powerful way to eradicate poverty is to unleash the untapped entrepreneurial capacity of people everywhere. “Poverty is not created by poor people,” he says. “It’s created by the system we built. Poor people are like a bonsai tree. You take the best seed from the tallest tree in the forest, but if you put it in a flower pot to grow, it grows only a meter high. There’s nothing wrong with the seed. The problem is the size of the pot. Society doesn’t give poor people the space to grow as tall as everybody else. This is the crux of the matter.”

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