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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

It’s time for all investors to wake up and save the planet

Thursday March 14 2019 09:39 a.m. 0 comments

The Fifth Estate David Thorpe 12 March 2019 BREAKING NEWS 9 PM 12 March 2019, see the call by the Reserve Bank of Australia for action on climate change. Full speech here According to the people in the know, businesses need to understand three thin

Big firms the world over are being targeted by a clutch of recent reports urging them to wake up and change their approaches to tackle the planetary emergency.

The safest way to do this is to invest in renewable energy and energy efficient assets and to adapt infrastructure – natural and artificial – to protect against extreme climate events.

Greenpeace is calling on the Super Fund to divest its $550m of shares in oil and gas companies

Thursday March 14 2019 09:33 a.m. 0 comments

NZ Herald 11 Mar, 2019

Greenpeace is calling on the New Zealand Super Fund to divest the entirety of its more than $550 million worth of shares in almost 130 oil and gas companies around the world.

It is also calling on the Greens to support their call, like the party did when it was in Opposition.

How the Church of England led the climate push on miner Glencore

Tuesday February 26 2019 10:16 a.m. 0 comments

London: The Church of England says it is sensitive to the effects its bid to force Australia's largest miner, Glencore, to extract less coal will have on the nation's economy, but climate change is a global issue that must be urgently addressed.

The church's investment fund took the lead as part of the powerful Climate Action 100+ group of wealthy global investors in pushing Glencore to cap its coal production at current levels.

Phone

0800 894 105
035 466 222

Postal Address

Rise Financial Limited

PO Box 7062
Nelson 7042

Email

info@risefinancial.co.nz

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