JONATHAN NEAL

Jonathan Neal

About

Rise Financial Ltd helps clients to achieve their financial and lifestyle goals, including the desire to invest responsibly. We provide a range of responsible investment portfolios and funds with varying risk and return profiles. Rise Financial also provides advice on the growing number of responsible KiwiSaver funds that are now available. We work with clients in a collaborative manner and see financial planning as a process through which clients become better educated about financial matters. Jonathan Neal has over 19 years’ experience as a financial adviser and is a Certified Financial Planner member of the Institute of Financial Advisers. A copy of Jonathan Neal’s Disclosure Statement is available on request and free of charge.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2009

Qualifications:

  • Certified Financial Planner
  • Associate Life Underwriter
  • Graduate Diploma in Business Studies

Financial Adviser Since:

1997

Providing Responsible Investment Advice Since:

2009

  • Managed Funds Portfolio Investments
  • KiwiSaver & Retirement Planning

 

  • AMP Responsible Leaders Global Shares Fund
  • Australian Ethical Australian Shares Fund
  • Australian Ethical International Shares Fund
  • Booster Investment Series Socially Responsible High Growth Fund
  • BoosterInvestment Series Socially Responsible Balanced Fund
  • Booster Investment Series Socially Responsible Conservative Fund
  • Harbour NZ Core Fixed Interest Fund
  • Hunter Hall Global Deep Green Trust
  • Mint Australia NZ Active Equity Trust
  • Pathfinder Global Water Fund
  • Perpetual Wholesale Ethical SRI Fund
  • Amanah KiwiSaver Scheme
  • Craig Investment Partners kiwiSTART Defined Balanced SRI Fund
  • Booster KiwiSaver Socially Responsible Investment Balanced and Growth Funds
  • Kiwi Wealth KiwiSaver Scheme
  • Koinonia KiwiSaver Scheme Income, Balanced and Growth Funds
  • OneAnswer KiwiSaver Sustainable Growth Fund
  • Super Life KiwiSaver Ethical Fund

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Jonathan Neal

Email: jonathan@risefinancial.co.nz
Phone: +64 3 546 6222
Website: www.responsibleinvestment.co.nz
Address: 1st Floor, Waimea House, 74 Waimea Road, Nelson 7042 New Zealand