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

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

Responsible Investment News

Men, we need to invest better

Tuesday December 8 2020 11:57 AM 0 comments

Stuff, John Berry Nov 23 2020

OPINION: Last Thursday was International Men’s Day, which is a time to reflect on the wellness and contribution of men to our world. What does gender have to do with investing? Everything.

ESG managed funds outperform

Monday November 2 2020 03:37 PM 0 comments

FS Sustainability RACHEL ALEMBAKIS - 23/10/2020

The top wholesale ESG managed funds have turned in strong returns over the past one and three years to August 2020, according to research from Rainmaker Information.

Tax dodgers and predatory lenders oust fossil fuels and tobacco from KiwiSavers' top 10 hate list

Monday November 2 2020 03:09 PM 0 comments

Stuff Rob Stock 29/10/2020

Fossil fuels, and tobacco have been squeezed out of KiwiSavers’ top 10 ethical concerns by abusive social media companies, corporations that don't pay their fair share of taxes, factory farming and predatory lending.

Research paid for by the Responsible Investment Association of Australasia (RIAA) and New Zealand’s Mindful Money places tobacco eleventh and fossil fuels 12th in the list of things most people did not want their KiwiSaver money invested in.