We believe in investing
for a better world

What we do at Rise Financial

We are a financial advisory firm specialising in Responsible Investment. We want to assist more Kiwis to invest responsibly, allowing them to align their investments with their values and at the same time benefiting society and the world we live in.

We recognise that Responsible Investment is the future and we are fully committed to its ongoing development in New Zealand.

While still behind Australia, the US and Europe, Responsible Investment in New Zealand is growing. Active participation in Responsible Investment helps build demand, which increases the likelihood of a greater choice being available in the future.

Jonathan Neal CFPCM AIF

Hi, I'm Jonathan, Adviser and founder of Rise Financial.

I have been a financial adviser for the past 23 years, after having been a potter in my 20s and a teacher in my 30s.

My own values and long standing interest in the environment, health and social justice led to my involvement in responsible investment advice.

My recreational activities include watching movies, gardening and exercise.  I often bike to work, regularly swim, love surfing, and have practised yoga for many years.  I also volunteer once a week at a Breakfast Club for a local school. 

My wife Carol and I, have three adult children and three grandchildren who are spread around the world.

  • Financial Adviser 
  • Certified by RIAA (Responsible Investment Association of Australasia) since 2009
  • Accredited Investment Fiduciary

Rebecca Young

Rebecca is my Practice Manager and Personal Assistant. 

She has a background in banking and has been with Rise since 2005.   Rebecca is the first point of contact at Rise, and will always give you a warm friendly welcome.  She is highly organised and will go the extra mile to ensure your experience with Rise is a positive one.

Rebecca's interests include volleyball, biking, walking, gardening and spending time with her family, which includes plenty of time for Maisy the family dog. 

Contact Us

CFPCM and    are registered certification marks and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc is the marks licensing authority for the CFP Marks in New Zealand, through an agreement with FPSB.

Our public disclosure is available here.

Our privacy policy is available here.

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