We are a financial advisory firm offering a range of services, with a special interest in Responsible Investment. We want to assist more Kiwis to invest responsibly, allowing them to align their investments with their values thus benefiting society and the world we live in.
We recognise that Responsible Investment is the future and we are fully committed to its ongoing development in New Zealand.
While behind Australia, America and Europe, Responsible Investment in New Zealand is growing. Active participation in Responsible Investment helps build demand, which increases the likelihood of a greater choice being available in the future.
Jonathan Neal AFA CFPCM
Jonathan is Adviser and founder of Rise Financial.
After having been a potter in his 20s and a teacher in his 30s, Jonathan has been a financial adviser for the past 20 years.
Jonathan's own values and his long standing interest in the environment, health and social justice led to his involvement in responsible investment advice.
Jonathan's recreational activities include watching movies, gardening and exercise. He often bikes to work, regularly swims, loves surfing, and has practised yoga for many years. Jonathan also volunteers once a week at a local school's Breakfast Club.
He and his wife Carol, have three adult children and three grandchildren who are spread around the world.
Certified by RIAA (Responsible Investment Association of Australasia) since 2009
Authorised Financial Advisor (AFA)
CERTIFIED FINANCIAL PLANNERCM professional