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, and help you move through them.
We have a suite of medium to long term Responsible Investment options to help you make a positive difference in the world. We’ll step you through a process to find the best investment option that 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.
Our options have differing approaches to Responsible Investment. These include some of the following:
Jonathan Neal is one of just two New Zealand advisers who are Certified members 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.
How it works
Find out about our initial and ongoing service.
A copy of Jonathan Neal's Primary Disclosure Statement is available here.