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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

Capitalism, Red in Tooth and Claw, Is Going Vegan

Thursday May 16 2019 10:54 a.m. 0 comments

Bllomberg Opinion By Mark Gilbert May 12, 2019

When pressure from investors dovetails with index-beating returns, fund managers are sure to notice.

Stalling on Climate Change Action May Cost Investors Over $1 Trillion

Thursday May 16 2019 10:27 a.m. 0 comments

Bloomberg By Mathew Carr May 11, 2019

Delays in tackling climate change could cost companies about $1.2 trillion worldwide during the next 15 years, according to the United Nations.

Climate groups to rally NZ banks

Wednesday May 15 2019 09:33 p.m. 0 comments

Thursday, 9 May 2019 Press Release: 350 Aotearoa

Climate groups to rally NZ banks to break ties with fossil fuel companies

On Friday 10th and Saturday 11th May, grassroots climate action groups across Aotearoa will take action to call for banks in New Zealand to stop lending to or investing in fossil fuel companies. The events in Auckland, Kāpiti, Wellington, Nelson, Christchurch, and Dunedin are coordinated by 350 Aotearoa, as part of their Fossil Free Banks campaign, calling for banks to cut their ties with the fossil fuel industry.

Phone

0800 894 105
035 466 222

Postal Address

Rise Financial Limited

PO Box 7062
Nelson 7042

Email

info@risefinancial.co.nz

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