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

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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

How Do Ethical Investments Compare to Other Assets?

Canstar Posted by Tim Smith January 17, 2019
Ethical funds have become more and more popular in recent years as investors look for ways to grow their wealth responsibly. Investing your money in renewable energy, sustainable businesses or community infrastructure may make a positive impact in the world, but what about the impact on your wallet? What sort of returns can you expect from an ethical investment and how do they compare to other types of investments?

Comment: How investors can avoid a Johnson & Johnson-style schadenfreude

NZ Herald John Berry, Pathfinder
Responsible investors can be forgiven for experiencing more than a little schadenfreude over Johnson & Johnson's tumble on US markets before Christmas.

The US healthcare giant saw more than $54 billion wiped from its sharemarket value in a single day following reports that it knew batches of its iconic baby powder were contaminated with asbestos, a known carcinogen. And since then the rout has continued.

But for responsible investors, those that consider a company's environmental, social and governance (ESG) performance alongside traditional financial measures such as revenue growth, profit, loss and balance sheet strength, the reports contained nothing new.

'21st Century milkman': Companies ditching single-use packaging to drive change

Kathryn Kyte Yahoo Finance Canada 2 February 2019
A new platform called Loop promises to enforce zero-waste management by its coalition of companies that include Procter & Gamble (NYSE: PG), Nestle (NYSE: NSYGY) and Unilever (NYSE: UN). Announced at last week’s World Economic Forum (WEF), Loop was developed by global recycling company TerraCycle with an objective to collect, clean, refill and reuse packaging of consumer products like Tropicana juice containers and Pantene shampoo bottles. The first in-market tests will commence in New York and Paris this year with plans to expand to Toronto, among other cities, in 2020