Jonathan Neal

Rise Financial

Rise Financial Ltd helps clients to achieve their financial and lifestyle goals, including the desire to invest responsibly. We provide 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. 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 14 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.

CERTIFICATION DETAILS

Certified by RIAA since: 2009

Dealer Group: Rise Financial Ltd

Fees and charges structure: Fees for service and commission

Qualifications:

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

Financial Adviser since: 1997

Offering responsible investment advice since: 2009

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments

Responsible investment funds available:

CONTACT DETAILS

Jonathan Neal
Rise Financial Ltd
1st Floor, Waimea House, 74 Waimea Road, Nelson 7042 New Zealand
Phone: +64 3 546 6222
Email: jonathan@risefinancial.co.nz
Website: www.risefinancial.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Jonathan Neal. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser 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.
PAGE LAST UPDATED: May 2011