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.
