At Rise Financial we help socially and environmentally conscious clients invest in line with their values and concerns. We understand the challenges you face, including how to invest responsibly in a way that is right for you.
We have medium to long term Responsible Investment options to help you make a positive difference in the world. Our fossil fuel free investment options help free you from exposure to
companies that own, produce or supply coal, oil, and gas.
We’ll step you through a process to find the investment option that best reflects your values and concerns, without sacrificing returns.
Working together, we will help you achieve your financial goals by carefully taking into account your purpose for investing, time frame and tolerance for risk.
How are funds invested responsibly?
Our options have differing approaches to Responsible Investment. These include:
Sustainability themed investing
Corporate advocacy and shareholder action
See more about these approaches here.
Why should I use Rise Financial for Responsible Investment?
Jonathan Neal is a Certified member of the Responsible Investment Association of Australasia (RIAA). Being Certified since 2009 means that Jonathan has been assessed by RIAA for his expert abilities to offer responsible and ethical advice. You can therefore be confident that he will assist you to align your investments with your values and make a positive difference in the world.
Invest in diversified portfolios or funds that are carefully constructed and maintained, based on sound research
Work with an independently owned specialist and an adviser who is committed to the development of responsible investment
Receive personalised, expert advice from an adviser with the following additional recognised financial accreditations:
Authorised Financial Adviser (AFA)
CERTIFIED FINANCIAL PLANNERCM professional