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 ethically 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

ETHICAL, RESPONSIBLE, SUSTAINABLE INVESTING

Thursday January 16 2020 03:10 PM 0 comments

Insights, Uniting Church Warren Bird 23/12/19

I was not expecting the keynote address to be such a moving presentation. I was at a conference of investment managers after all!

However, as the courageous young woman on the podium spoke clearly and passionately about her pain and that of her family and her village, her words had a powerful impact: “Investors, are you satisfied that your bank balance growth has been achieved with the loss of so much blood?”

Clients expect deep RI understanding: Kiwi Wealth

Tuesday January 14 2020 05:16 PM 0 comments

Good Returns 9 Dec 2019

Investment advisers may need to have fewer, but deeper, relationships with product providers to better understand their responsible investment stance, Kiwi Wealth’s head of retail wealth says.

Why divest from fossil fuels?

Thursday December 5 2019 01:45 PM 0 comments

Australian Ethical Investment David Macri 14 November 2019

Fossil fuel divestment can have a real impact on a company’s prospects. By refusing to invest in companies that are causing climate change we are denying them a social licence to operate.

Phone

0800 894 105
035 466 222

Postal Address

Rise Financial Limited

PO Box 7062
Nelson 7040

Email

info@risefinancial.co.nz

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