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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

University invests in fossil fuels

Sunday October 25 2015 06:26 a.m. 0 comments
Yesterday the University of Auckland was publicly called out for not divesting from fossil fuels and other harmful industries in a mock 'Unethical Stock Market' held in the University quad, in front of disapproving students.

Millennials demanding responsible investments

Sunday October 25 2015 06:21 a.m. 0 comments
Millennials are seeking to invest in companies that achieve positive social outcomes, with 48 per cent affiliating with a form of principles-led investment, says Standard Life Investments.

Why we (Australian Ethical) don’t invest in Coles or Woolworths

Tuesday October 13 2015 04:02 p.m. 0 comments
Even something as seemingly innocuous as the Woolies around the corner can have a negative impact on the things you care about. But that doesn’t mean writing off all supermarkets says Australian Ethical’s head of ethics, Dr Stuart Palmer.

Investors May Unwittingly Back Unethical Industries

Friday October 9 2015 10:57 a.m. 0 comments
Around two-thirds of U.K. investors don't know whether the activities of industries or companies they are investing in are ethical, according to a survey by Triodos Bank.

Sustainable investors on the “right side of history”

Thursday October 8 2015 05:52 p.m. 0 comments
World leaders have called for sustainability reporting by companies to become normal practice and for such metrics to be used by investors.

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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