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Responsible Investment & KiwiSaver Advice

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Responsible Investment & KiwiSaver Advice

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Description

Rise Financial helps clients to achieve their financial and lifestyle goals, including the desire to invest responsibly.

Director Jonathan Neal, has met the eligibility requirements of the Responsible Investment Association Australasia (RIAA) certification programme and is currently the only RIAA member adviser in the South Island.

Rise Financial provides a range of financial planning services which include developing investment portfolios with responsible investment guidelines, to ensure that they reflect clients’ personal values regarding environmental, social, and corporate governance issues.

We also provide 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 11 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.
 

Where you can find it

To find out more call us free on 0800 894 105
or email info@risefinancial.co.nz

Certification

Jonathan Neal has been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.

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