Invest for good

Options to help you make a positive difference in the world
Solutions that reflect your values and concerns
Invest in what you care about without sacrificing returns

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

Time to rethink the advisers’ fiduciary duty

Wednesday January 2 2019 12:27 p.m. 0 comments

InvestorDaily Michelle Lacey

Today’s advisers need to act as prudent fiduciaries and ‘stewards’, performing their day-to-day roles in a way that serves the best interests of their clients. This will increasingly require them to consider environmental, social and governance integration for their clients’ investments, writes Michelle Lacey, head of wholesale at AXA Investment Managers.

Australian banks responsible for financing climate change

Monday December 31 2018 12:47 p.m. 0 comments

Thursday, 22 November 2018, 9:34 am Press Release: 350 Aotearoa

Report exposes Australian-owned banks responsible for financing climate change

Impact investment poised for lift off

Monday December 31 2018 12:36 p.m. 0 comments

Increasing investor interest, evolving data capability and rapid advances in markets are aligning to create the conditions for a growth surge in impact investment in New Zealand, Chapman Tripp says. This is the central theme in the firm’s publication, released today, Impact investment - trends and insights.

Phone

0800 894 105
035 466 222

Postal Address

Rise Financial Limited

PO Box 7062
Nelson 7042

Email

info@risefinancial.co.nz

Privacy Disclaimer

website by netMaestro