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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.

What Our Clients Say

We are wholly committed to providing the best possible service for our clients. Take a look at what some of them have said.
His knowledge and competence in planning for financial security is excellent.
In November 2004 we invited Jonathan to prepare a financial plan for us. 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

Older people deserve more credit for the rise of ethical investing

Stuff, Rob Stock Sep 19 2019
OPINION: The sparky-eyed Millennial out to save the world is overshadowing the other great investment eco-warrior: The baby boomer.

Humans love a simple story, and the trope about the socially-aware young changing the world makes for good reading.

But when it comes to ethical investing, the revolution is being driven by those with white hair as much as it is the young.

KEY TAKE AWAYS FROM PRI IN PERSON

by Simon O’Connor, CEO, Responsible Investment Association Australasia 16 Sep 2019
I was fortunate to spend last week in Paris, with 1700 others at the annual PRI in Person, the largest ever global conference of responsible investors. It was a week full of rich content, which allowed a global sharing of latest practices, regulatory developments and a strong focus on what kind of role the finance sector will play in confronting the great challenges of our time, not least, climate change.

RIAA launches refreshed Certification Program

Posted By Rachel Alembakis on September 20, 2019 in Fund Management
The Responsible Investment Association Australasia (RIAA) has refreshed its Certification Program, to reflect the maturing market for responsible investment and a focus on best practice.

The changes to Certification Program 2.0 is the result of a 10-month review process, and based on international best practices, detailed consumer research and industry engagement, RIAA said. The enhancements include new rigorous standards, strengthened minimum requirements and additional information disclosure.