Invest for good

Options to help you make a positive difference in the world
Solutions that reflect your values and concerns
Invest in what you care about without sacrificing returns

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. This plan enabled us to look at our assets apart from the family home, organise them more effectively, understand our investment risk profile and plan so that in our retirement we had good understanding as how to make those assets work for us in the best possible way. 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

Common Sense Investing and Sustainability

Monday November 12 2018 01:44 p.m. 0 comments

Dimensional

(Jonathan's Note: Dimensional is a fund manager used extensively in one of the three Responsible Investment offerings Rise provides)

Dimensional's sustainability strategies are designed to help investors align their environmental and social values with their long-term investment goals without sacrificing sound investment principles or expected returns.

Overwhelmed by climate change? Here's what you can do

Wednesday November 7 2018 11:47 a.m. 0 comments

The Guardian

From campaigning to installing insulation and solar panels, some practical steps you can take to help avoid climate breakdown.

New Zealand leaders stand together in shared responsibility for long-term investment in our natural resources.

Wednesday November 7 2018 11:38 a.m. 0 comments

MEDIA RELEASE: THE AOTEAROA CIRCLE LAUNCHES

A new initiative to halt and reverse the decline of New Zealand’s natural assets has been launched bringing together senior leaders from across the public and private sectors.

The Aotearoa Circle is a unique and voluntary initiative bringing together senior leaders from across the public and private sectors. The founding members of The Aotearoa Circle share the fundamental belief that by contributing, benefits will flow to New Zealand, its environment, its people and our economy – and that prosperity comes through recognising the connection of people to nature and our responsibility to safeguard this for our mokopuna.

Phone

0800 894 105
035 466 222

Postal Address

Rise Financial Limited

PO Box 7062
Nelson 7042

Email

info@risefinancial.co.nz

Privacy Disclaimer

website by netMaestro