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.