Invest for good 

  • Options to help you make a positive difference in the world  
  • Solutions that reflect your values and concerns
  • Use your investments to take climate action
  • Invest ethically without sacrificing returns

Find out more

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

Sustainable times: why advisers need to speak ESG

Simon O’Connor, CEO Responsible Investment Association Australasia 9 August, 2020
Amongst the uncertain times we find ourselves in, it’s no wonder the Commission For Financial Capability is telling us they are witnessing a flood of questions about money, and have aptly themed this year’s Sorted Money Week ‘Just Wondering’. In times like these, clients want to avoid risk, are inclined to rush to ‘safe’ assets, and want to be sure their money is being managed well.

So which investment approach can provide this for clients?

We cannot rest on the platitudes of ‘not being racist’

Responsible Investor By Nithya Iyer, 6 July 2020
Investors must be discerning as to their actions if they are to contribute to meaningful structural change, says Nithya Iyer.

News headlines are tiring of reporting on the Black Lives Matter protests. The solidarity uprisings across the world are waning and #GeorgeFloyd is trending less. As company logos revert to their usual branding, careful amendments are made to ensure they were seen - and will continue to be seen - on the ‘right side’ of history. The investment community is no exception, with investor groups and financial services institutions touting their Diversity & Inclusion quotients, ESG investments and Corporate Social Responsibility activities as a means of demonstrating their alliance against racial prejudice.

Pandemics result from destruction of nature, say UN and WHO

The Guardian Damian Carrington, 17 June 2020
Pandemics such as coronavirus are the result of humanity’s destruction of nature, according to leaders at the UN, WHO and WWF International, and the world has been ignoring this stark reality for decades.

The illegal and unsustainable wildlife trade as well as the devastation of forests and other wild places were still the driving forces behind the increasing number of diseases leaping from wildlife to humans, the leaders told the Guardian.

They are calling for a green and healthy recovery from the Covid-19 pandemic, in particular by reforming destructive farming and unsustainable diets.