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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 Program. 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

Amazon off the cards for responsible investor

Tobacco, coal and gambling are out and so is Amazon when it comes to a new responsible investment fund.

Auckland based boutique fund manager Pathfinder has launched a Global Responsibility Fund and is taking a tough stance on where it invests.

John Berry, chief executive of Pathfinder Asset Management, said as well as excluding the typical nasties the fund uses a controversy rating system and only picks those with high environmental, social and governance (ESG) scores.


Investors fear lower returns from responsible investments

Investors are being told it's a myth that putting their money into socially and environmentally friendly investments will cost them.

The amount of New Zealanders' money invested in negatively screened funds – those that avoid certain investments, such as tobacco or land mines – increased 2500 per cent last year, to hit $42.7 billion.

But some investors are still reluctant to shift their money to responsible options - assuming that to do so would cost them returns.

Brokers can 'effect change' by promoting ethical lenders

Banks are "only ever" going to promote the good that they do, but brokers can "effect change" by educating clients about ethical lenders, a broker has said.

Karen Doust, associate and broker at Jenesis Finance, told The Adviser that brokers can have a role in enacting positive change by placing business with ethical lenders.

Jenesis Finance has a mandate to offer clients a panel of "ethical and sustainable lenders" that are "community minded and/or are operating in an environmentally conscious manner".

Ms Doust said that more often than not, these lenders are smaller banks, credit unions or non-bank lenders.

Responsible investing: Is there a cost?

The alleged return gap is demonstrably not true and now with a proliferation of data, easily proven to be untrue. When you next hear someone claim that returns from responsible investing are lower, you are literally hearing a blast from the past. Overseas, in larger markets that have moved more readily into the acceptance of RI as a legitimate investor choice, the conversation has moved on. Five or ten years ago, the question being asked was “Will Responsible Investing cost me return?”. This quickly moved on to an acceptance that RI returns are certainly no worse than traditional investing. Now the questions being asked are “How much additional return can I get from RI investing?” and “Is responsible investing an investible factor?”

Sugar the next target for responsible funds

Sugar may become a negative value screen for the responsible investment portfolios of the future, according to Martin Currie Australia.

Speaking in Sydney yesterday, Martin Currie Australia portfolio manager Will Baylis said while sugar was not being negatively screened in their income strategies at present, it could escalate as an issue in years to come.

“I would suspect, down the track, that sugar may well become quite topical,” Mr Baylis said.

In March 2017 AMP Capital released a report that found sugar was emerging as an investment risk for the global food and beverage industry.

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