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 in what you care about without sacrificing returns

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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

New UN Report Says Nature Is in Worst Shape in Human History

Thursday May 9 2019 09:00 a.m. 0 comments
THE ASSOCIATED PRESS (SETH BORENSTEIN) May 6, 2019 via Bloomberg
People are putting nature in more trouble now than at any other time in human history, with extinction looming over 1 million species of plants and animals, scientists said Monday.

Oram: The sixth wave is coming

Tuesday April 30 2019 10:27 a.m. 0 comments
newsroom.co.nz Rod Oram APRIL 28, 2019
Other than the fact they are our two biggest producers of greenhouse gases, it seems cars and cows have little in common. However, both will benefit from the next wave of the industrial revolution, writes Rod Oram.

Writing on the wall for oil companies, say funds

Tuesday April 30 2019 10:01 a.m. 0 comments
The Australian APRIL 29, 2019
Several big fund managers believe that oil companies should shut themselves down because soon they will become impossible to invest in as the world switches to renewable energy.

Contact Us

Phone
0800 894 105
035 466 222
Postal Address
Rise Financial Limited
PO Box 7062
Nelson 7042
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