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.