We believe in investing
for a better world

What we do at Rise Financial

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 interests include gardening, exercising and eating healthily.  He often bikes to work, loves surfing and has practised yoga for many years.  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 Planner (CFPCM)

Rebecca Young

Rebecca is the Practice Manager and Personal Assistant to Jonathan. 

She has a background in banking and has been with Rise since 2005.   Rebecca is the first point of contact at Rise, and will always give you a warm friendly welcome.  She is highly organised and will go the extra mile to ensure your experience with Rise is a positive one.

Rebecca's interests include gardening, biking, walking and spending time with her family, which includes plenty of time for Maisy the family dog. 

 
Other Rise Financial Services

Rise Financial also offers other personal financial advice. 
For more information please contact us.

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