Welcome Rise Financial Clients

As you may know, Jonathan Neal has decided it’s time to prepare for his own retirement and as such has sold his business, Rise Financial, to AdviceFirst.  You do not need to do anything as a result of this change which occurred on 15 July 2022.

AdviceFirst is a leading insurance and wealth management financial advice business with offices located across New Zealand and a growing sustainable investment offering.  Jonathan was focused on finding a company who he was confident could look after his clients to a high standard and provide access to great advice as well as having aligned values.  We are honoured that he has trusted us with this job.

Like Rise, we are a member of the Responsible Investment Association Australasia and believe that investing sustainably is key to long term returns. We support positive change by seeking to invest in companies and sectors that are working in the key environmental and social areas. We also maintain our Living Wage and Rainbow Tick accreditations to reflect our desire to support our community.

AdviceFirst is a Financial Advice Provider (FSP23242).