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
Photo by Tobias Tulius on Unsplash
Our public disclosure is available here.

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
STEVE & PENNY MOLNAR

Responsible Investment News

How to Tell if a Company’s Claim of Ethical Practices Is True

Vital Farms says on its website that its eggs and butter “are delicious, ethical food you don’t have to question.”

But a lawsuit filed against the company on May 20 claims that Vital Farms’ marketing has misled consumers and investors into believing they’re supporting a company that is more ethical and humane than it actually is. Vital Farms responded that it has operated in an ethical and humane way and that it has always been transparent about its practice of raising hens to lay eggs. New York Times
By Paul Sullivan
May 28, 2021

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Fossil fuels blacklisted by Government for default KiwiSaver funds

KiwiSaver default funds will stop investment in fossil fuels to help New Zealand transition to a low emission economy next year, says the Government. The Herald
Bernard Orsman
1 March 2021

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A lesson for investors: Real change involves the loss of power

Anand Giridharadas poses a challenge to responsible investors to think about their power and what they’re really doing to achieve systemic change. ProBono Australia
Wendy Williams 13 May 2021

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Calculating value of biodiversity: BNP Paribas Asset Management

Biodiversity and the value of ecosystem services are a critical part of a healthy global economy, with investors working to calculate risk and opportunity on investment portfolios.

BNP Paribas Asset Management has named biodiversity as one of its key thematic priorities, and is undertaking a number of projects to pursue biodiversity related topics across its different areas of sustainable investing. Financial Standard
BY RACHEL ALEMBAKIS | 29 APR 2021

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The case for ethical investing

Ethical investing can harness the power of money to deliver competitive returns – as well as positive change for society and the environment. David Macri
Australian Ethical Investment
12/10/2020

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Government pushes further on reporting climate-related financial risks

ACC and Super Fund already taking account of climate change in their investment strategies. NBR
By Brent Edwards
Fri, 12 Mar 2021

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