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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

Can New Zealand be world leading on disclosure?

Tuesday February 23 2016 08:40 p.m. 0 comments
NBR - OPINION Penny Nelson
A group of businesses wants to see New Zealand take the lead in the way we report and share our financial, social and environmental plans and performance. The NZX’s review of its corporate governance reporting requirements within the NZX Main Board Listing Rules is an important step along that path.

Ditching tobacco and arms does not make you an ethical investor

Tuesday February 23 2016 08:06 p.m. 0 comments
Ethical investment campaigns shouldn’t focus on so-called sin stocks like tobacco and alcohol, but on all sectors that act unethically
By Brett Scott of The Guardian
It is becoming increasingly common to question the ethical dimensions of investment. Institutions, pension funds and individuals have faced pressure to divest from investments in controversial industries, including so-called sin stocks such as alcohol, tobacco and arms companies.

The debate around sin stocks, though, is a confused one that risks misrepresenting what ethical investment should focus on.

Harmoney's top interest rates may feel loan-sharkish to some investors

Tuesday February 23 2016 07:52 p.m. 0 comments
By ROB STOCK

OPINION: How would making a profit by lending it to people at 39.99 per cent sit with your moral values?
What about 28.7 per cent?
Would rates like those make you feel a little bit … well … loan sharkish?
Both are rates on loans made by investors through Harmoney, the country's largest peer-to-peer lender.

VIDEO: The growing electric vehicle market in China

Saturday February 6 2016 04:36 p.m. 0 comments
China is poised to become the top electric vehicle market in the world by 2020.

Investors agitate for fuller disclosure (RNZ Morning Report item)

Wednesday February 3 2016 04:40 p.m. 0 comments
The New Zealand Superannuation Fund says it is developing a strategy to deal with the impact of climate change on its investments. (and more)

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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