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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
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.
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.
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
What is responsible investing?
Tuesday April 7 2020 07:56 PM
RNZ - Madison Reidy 25/2/2020
You'd hope any investment fund managing peoples' money would be doing so responsibly but lately there's been a boom of extra responsible funds.
Carbon exclusions boost NZ Super return
Monday March 23 2020 03:57 PM
Investment News NZ MARCH 22, 2020
Implementing carbon-lite policies has added about 0.3 per cent per annum to the NZ Superannuation Fund (NZS) performance, according to chief executive, Matthew Whineray.
Gender: does it impact your investments?
Tuesday February 18 2020 10:12 AM
Paul Garner of Novo Wealth and Alexandra Brown of Invest with Ethics 7 Feb 2020
Gender diversity is becoming increasingly important, as investors realise that it makes good business sense to incorporate the viewpoints of half the world’s population.
A copy of Jonathan Neal's Primary Disclosure Statement is available
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