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  • 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

Shareholder Value Is No Longer Everything, Top C.E.O.s Say

Wednesday September 4 2019 12:26 p.m. 0 comments
New York Times By David Gelles and David Yaffe-Bellany Aug 19 2019
Chief executives from the Business Roundtable, including the leaders of Apple and JPMorgan Chase, argued that companies must also invest in employees and deliver value to customers.

Students welcome University of Auckland Foundation's fossil fuel divestment

Monday September 2 2019 06:50 p.m. 0 comments
Newshub 2/092019 Scott Palmer
The University of Auckland (UoA) Foundation has announced it has committed to moving towards zero investment in fossil fuels.

On Friday its trustees, who manage a $224 million investment portfolio, said they will reduce their investment in the top fossil fuel companies down to 0.5 percent or less by December 2020.

Surge of new ESG products (in Australia) to woo investors

Monday September 2 2019 07:45 a.m. 0 comments
Australian Financial Review Alexandra Cain 30 Aug 2019
After a decade of largely stagnant ethical investment offerings, the last two years have seen a significant number of new products hit the market. Experts say this is an indication investment products with environmental, social and governance themes are poised to become mainstream.

Contact Us

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