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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

One person's unethical investment is another's opportunity

Wednesday July 25 2018 04:08 p.m. 0 comments

Stuff JOHN BERRY July 22 2018

OPINION: Around the world investors agree that ethical or values-based investing can make financial as well as moral sense, but there is no agreement on making those ethical judgements.

Last September the NZ Super Fund added recreational cannabis to its excluded investments list.

Growing marijuana is big business and now legal in eight US states, with central Denver alone dedicating 400,000 square metres of industrial buildings.

The NZ Super Fund's decision is based on the intent behind New Zealand's international treaties, current law and government policy. Many investors will agree with the Super Fund and many will not – there's no right answer.

Time for 'green' classification system

Wednesday July 25 2018 03:58 p.m. 0 comments

Good Returns July 11th 2018 by Susan Edmunds

Advisers say there’s too much uncertainty about “responsible” investment funds.

Rules needed on when a KiwiSaver fund can call itself 'green'

Wednesday July 25 2018 03:47 p.m. 0 comments

ROB STOCK July 3 2018

It's time for rules to define what constitutes a "green" KiwiSaver fund.

Law firm Russell McVeagh has called for rules to determine "when a fund constitutes a 'green fund' and can be referred to as such".

They could be added to the Zero Carbon Bill, or be a set of standards developed by the KiwiSaver industry.

The law firm also said the rules should set out what "disclosures" KiwiSaver providers should make to demonstrate the greenness of their investment processes.

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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