Responsible Investments

Responsible Investments

We have a suite of Responsible Investment options to help you make a positive difference in the world.  We’ll step you through a process to find the best investment option that reflects your values and concerns, without sacrificing returns.

Working together, we will help you achieve your financial goals by carefully taking into account your purpose for investing, time frame and tolerance for risk.

How are funds invested responsibly?

Our options have differing approaches to Responsible Investment. These options may include some of the following:

Including:

Clean energy
Sustainable products
Medical solutions
Innovative technology
Healthcare
Recycling
Energy efficiency
Education

Avoiding:

Tobacco
Weapons
Fossil fuels
Gambling
Pornography
Exploitation
Human rights abuses
Harmful products

Why should I use Rise Financial for Responsible Investment?

Jonathan Neal is one of just two New Zealand advisers who are Certified members of the Responsible Investment Association of Australasia (RIAA). As a Certified member he has met the training, eligibility and disclosure requirements of the RIAA certification program.

  • Invest in diversified portfolios or funds that are carefully constructed and maintained, based on sound research
  • Work with an independently owned specialist and an adviser who is committed to the development of responsible investment
  • Receive personalised, expert advice from an adviser with the following additional recognised financial accreditations: 
    • Authorised Financial Adviser (AFA)
    • Certified Financial Planner (CFPCM)

How it works

Free Initial Discussion

Via phone call, skype or face to face

Choose Initial Advice Service

Choose an investment plan option that best suits your needs & goals

Collaborative Sessions

Determine risk tolerance & responsible investment preferences

Provide Advice

Including recommended Responsible Investment option

Implement Advice

Application completed & investments set-up     

Monitor & Review

Review offered annually or at your request

What our advice costs

Initial Advice

Ongoing Monitoring & Advice

  • Ongoing advisory fees are 1.0% of funds under management, decreasing with larger portfolios.

    All fees are agreed and documented in advance.

Our minimum investment requirements

  • Our minimum investment is $100,000, however individual consideration will be given to younger active savers with a lower minimum.

Contact Us



Investment Advice

Find out about our initial advice and our ongoing service.



Retirement Planning

Read about our retirement planning process.

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