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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

Hundreds of Medical students call for fossil fuel divestment

5 April 2017
Yesterday, over 100 medical students from the Auckland University Medical Students Association (AUMSA) rallied to call on the University of Auckland to cease investments in coal, oil, and gas companies, to protect public health and reduce the impacts of climate change.

Sugar now an investment risk: AMP

Otago Daily Times - 30 March 2017
Sugar is becoming one of the biggest risks for investors in the global food and beverage industry, fund manager AMP Capital says.

Amid rising obesity levels and growing healthcare costs, a new report from AMP Capital says concerns about the sweet stuff have begun limiting growth for companies manufacturing and selling high-sugar products.

Responsible Investing Part Two: implications for everyone in financial markets

by Pathfinder Asset Management
The essence of responsible investing (RI) is not its focus on environmental, social and governance issues (ESG) – these get the headlines but are about implementation. The essence of RI is simply to change investor and corporate horizons from the short-term to the long-term. RI is about shifting the focus from maximising near term returns to generating long-term sustainable returns.

Govt tells KiwiSaver providers to act quickly on weapons' investments

NZ Herald - Mar 23, 2017
The government won't put a deadline on when it expects KiwiSaver providers to exit investments in banned weapons' makers instead insisting they should act as "quickly as possible."

The Green Party has called for a hard line to be drawn on when fund managers should have to exit the investments after Radio New Zealand reported ANZ, Kiwi Wealth, Westpac and Mercer still had passive investments in companies linked to cluster bombs, anti-personnel mines and nuclear weapons.

ASB KiwiSaver still has $20 million in tobacco investments

NZ Herald -
ASB bank is the last major KiwiSaver provider to continue holding investments in tobacco companies after AMP and Westpac confirmed they will pull out this year.

The bank, which is the country's second largest KiwiSaver fund manager, confirmed today it still has an exposure to tobacco companies which was worth more than $20 million last month.

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