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, now trading as enable.me. You do not need to do anything as a result of this change which occurred on 15 July 2022.
enable.me 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 proud members of Te Uru Tāngata Centre for Workplace Inclusion to reflect our desire to support our community.
If you would like a review, or just need our help, please don’t hesitate to contact the AdviceFirst team on 0800 438 238 or email letstalk@enable.me.
Welcome to enable.me. We look forward to helping you continue to realise a better financial future.
Our Wealth Product Providers
We refer to an Approved Product List (APL) for investment solutions for clients. Products that form part of our Wealth APL are subject to initial and ongoing due diligence both internally and via external research professionals.
The list is reviewed regularly and is available here.
We want to make a difference
We’re members of the Responsible Investment Association of Australasia (RIAA), supporting the growth of responsible investing in New Zealand and Australia. We work with our providers to bring you a range of Sustainable Investment funds that have been thoroughly researched by expert third parties.
Take the next step toward building your wealth. Contact us today to create a financial strategy that works for you.
