Invest for good 

  • Options to help you make a positive difference in the world  
  • Solutions that reflect your values and concerns
  • 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

Want to read up on sustainability but don’t know what to start? CEO Rachel Brown shares her Top Six.

Sustainable Business Network By Jessica Beau Paul
With the growing sense of urgency around the sustainability challenges we face, knowing how to inform yourself can be a daunting task. There are a plethora of articles, reports, podcasts, TED Talks, and books tackling some of the social and environmental issues of our time. But where to begin?

Rachel Brown, CEO of the Sustainable Business Network, says: “Sustainability is the biggest issue of our times. It’s transforming the way we live and the way we run our businesses. So it’s important to understand what it’s all about to help you make informed decisions.

“I’ve put together a list of some of my favourite books, articles and videos. Some of the information out there can be really depressing, so it’s important to include some inspiring, solutions-based information in your learning too.”

Here are Rachel’s Top Six: Where to Start in Sustainability.

Christchurch Call to Action: Govts, tech companies agree to tackle violent online content on social media

NZ Herald 16 May, 2019 Derek Cheng
The United States has snubbed a widespread agreement struck at the Christchurch Call to Action in Paris today to eliminate terrorist and violent extremist content online.

Seventeen countries, the European Commission, and eight major tech companies have signed up to the accord.

But in a blow to the strength of the mandate, the United States has chosen not to sign despite extensive diplomatic efforts and the fact that a representative was in Paris at a parallel meeting of G7 Digital Ministers.

One million species face extinction, U.N. report says. And humans will suffer as a result.

Washington Post Darryl Fears 6 May 2019
One million plant and animal species are on the verge of extinction, with alarming implications for human survival, according to a United Nations report released Monday.

The landmark report by seven lead co-authors from universities across the world goes further than previous studies by directly linking the loss of species to human activity. It also shows how those losses are undermining food and water security, as well as human health.