Rise Financial Ltd.

Contact Details:
PO Box 7062
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Rise is a financial advice firm with a special interest in responsible and ethical Investment. We provide Responsible Investment options which include managed fund portfolios and KiwiSaver.



Rise owner and adviser, Jonathan Neal, is one of just two New Zealand advisers who are members of the Responsible Investment Association of Australasia (RIAA). In addition he is certified as having met the training, eligibility and disclosure requirements of the RIAA certification program.



What or how does your business contribute to a more sustainable NZ?

Investing responsibly provides the opportunity to invest sustainably, thereby contributing to a more sustainable New Zealand and world. Our investment options use a variety of strategies that help achieve this:

- Negative screening (e.g. excluding gambling, tobacco, weapons, pornography, fossil fuels)

- Positive screening (i.e. companies that show leadership in social, economic and/or environmental issues)

- Taking Environmental, Social and Corporate Governance factors into account when selecting investments

- Taking explicit Sustainability criteria into account when selecting investments

- Using Corporate Advocacy and Shareholder action to influence corporations

Investment options include:

Managed fund portfolios
- Accessible portfolios suiting a range of investor profiles and responsible investment preferences

- A recommended scheme based on our research

Disclaimer and Disclosure:

The information in this profile is for general information only and should not be taken as constituting advice. While all reasonable care has been taken in preparing the information, Rise Financial Limited provides no warranties and makes no representations that the information provided is complete or reliable, or appropriate to your circumstances. You should obtain independent advice on any specific issues concerning you. Rise Financial Limited expressly disclaims liability for any loss howsoever caused whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly by use of this profile.

A disclosure statement is available, on request and free of charge.

If you have any concerns about this listing please contact us
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