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 AFA CFPCM

Jonathan is Adviser and founder of Rise Financial.

After having been a potter in his 20s and a teacher in his 30s, Jonathan has been a financial adviser for the past 20 years.

Jonathan's own values and his long standing interest in the environment, health and social justice led to his involvement in responsible investment advice.

Jonathan's recreational activities include watching movies, gardening and exercise.  He often bikes to work, regularly swims, loves surfing, and has practised yoga for many years.  Jonathan also volunteers once a week at a local school's Breakfast Club. 

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

  • Certified by RIAA (Responsible Investment Association of Australasia) since 2009
  • Authorised Financial Advisor (AFA)
  • CERTIFIED FINANCIAL PLANNERCM professional

Rebecca Young

Rebecca is the Practice Manager and Personal Assistant to Jonathan. 

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. 

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