JONATHAN NEAL

About

Rise Financial helps investors make a positive difference in the world. We provide a range of portfolios with different approaches to responsible investment and work with clients to determine which of these best matches their personal values and ethical concerns.

 

Jonathan’s own values and his long standing interest in the environment, health and social justice led to his involvement in responsible investment advice.

 

Jonathan has over 20 years’ experience as a financial adviser and is a Certified Financial Planner member of Financial Advice New Zealand.

 

A copy of Jonathan’s Disclosure Statement is available on request and free of charge.

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

  • Responsible Investment Portfolios
  • Initial and Ongoing Advice
  • AMP Capital Responsible Leaders Global Shares Fund
  • AMP Capital NZ Fixed Interest Fund
  • Australian Ethical Australian Shares Fund
  • Australian Ethical International Shares Fund
  • Booster Investment Series Socially Responsible High Growth Fund
  • Booster Investment Series Socially Responsible Balanced Fund
  • Booster Investment Series Socially Responsible Conservative Fund
  • Hunter Global Fixed Interest Fund
  • Mint Australia NZ Active Equity Trust
  • Pengana WHEB Sustainable Impact Fund
  • Perpetual Wholesale Ethical SRI Fund
  • Synergy SRI 30/70 Portfolio
  • Synergy SRI 50/50 Portfolio
  • Synergy SRI 80/20 Portfolio
  • Synergy SRI 98/2 Portfolio

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