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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. 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

Paris agreement goal still achievable, but requires unprecedented change - report

Wednesday October 10 2018 09:55 a.m. 0 comments
Jonathan's Comment: If ever there was a time for responsible investment, it is now! Specifically, the exclusion of fossil fuels from portfolios and the investment in renewable energy companies.
An international report has stressed the need for changes never seen before, in all aspects of our society, to limit global warming to 1.5°C above pre-industrial averages.

The difference between 1.5°C and 2.0°C would change the impact of sea level rise, the survival of our coastal ecosystems and the availability of food and water resources, was also highlighted in the report.

One of the findings included the need to make deep reductions in methane and black carbon, both by 35 percent or more by 2050, compared to 2010 emissions.

The report from the Intergovernmental Panel on Climate Change (IPCC) was prepared following the adoption of the Paris Agreement in 2015.

KiwiSaver providers hit back at 'unfair' BetterSaver ethical ratings

Tuesday September 25 2018 09:11 p.m. 0 comments
Stuff, Rob Stock 20 September 2018
Angry KiwiSaver providers have criticised the low ethical ratings they've been given by online start-up BetterSaver.

BetterSaver, a private company founded by Joe Taylor, launched on Monday giving KiwiSaver schemes an ethical rating between A and F.

The public can access the ratings for free online, but not a single KiwiSaver provider got a rank of better than C+, which Sam Stubbs, founder of the Simplicity KiwiSaver scheme, said was unfair.

New Consumer Survey shows that responsibility has become the new norm

Tuesday September 25 2018 08:57 p.m. 0 comments
18 September 2018
A large majority of New Zealanders expect their Kiwisaver and investment funds to be invested ethically and are ready to shift their funds if company prac>ces are inconsistent with their values.

Contact Us

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