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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

Ethical sales losses $380K

Saturday April 9 2016 08:43 p.m. 0 comments
Ethical investment has come with a price tag of more than $380,000 for Dunedin's Waipori Fund.

The Dunedin City Council's Waipori Fund held positions in four equities that were against the ethical investment policy when it was adopted last April.

Students receive degrees covered in oil

Saturday April 9 2016 08:35 p.m. 0 comments
Students receive degrees covered in oil in protest at University of Auckland investments
A mock graduation ceremony was held today where degrees covered in oil were handed out to students in protest at the University of Auckland's failure to divest from fossil fuel companies.

10 global sustainability megatrends.

Tuesday April 5 2016 05:38 p.m. 0 comments
Last year saw the adoption of two major global agreements on sustainability. There can a long way between political agreement and practical change, but there’s a feeling that momentum is building. Here are the key sustainability trends to watch for.

Australian Ethical making returns from a third of the market

Wednesday March 30 2016 11:08 a.m. 0 comments
Australian Ethical’s beliefs restrict it to a third of the companies in the ASX200, but the fund’s chief investment officer, David Macri, makes a strong defence for why it is actually better diversified than other investors.

Global Emissions Stable for Second Year as Economy Expands

Tuesday March 22 2016 08:07 p.m. 0 comments
Global carbon dioxide emissions were little changed for a second year even as economic output advanced, according to preliminary data compiled by the International Energy Agency.

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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