Octant Financial Group is a Christchurch-based advice firm serving all of New Zealand. One promise sits behind everything we do: the kind of attentive, private-client care usually reserved for the wealthy, made available to every Kiwi.
Ryan Li is Octant's Director and Financial Adviser (FSP778211). He personally guides every client from the first conversation through to claim time. No handovers, no call centres, no being passed around.
"I take the time to understand your needs, give clear and transparent advice, and review your plan as your life changes."
Ryan Li · Director & Financial Adviser · FSP778211
Quality advice is the whole point. We follow a documented process, compare New Zealand's leading providers, and put every recommendation in writing with the reasons behind it.
Questions answered the same day, quotes turned around fast, and paperwork handled for you. Good advice should never be slow advice.
Years of advising Kiwi families, from first-home buyers sorting their KiwiSaver to households protecting everything they've built.
Advice shouldn't be limited to a select few. Ours comes with no upfront fees, no jargon and no obligation, because every New Zealander deserves it.
For years, Ryan was a Director and Senior Adviser at Cox Ferguson Financial Services, a Christchurch practice he helped build from the ground up into one of the city's most trusted advice firms. Hundreds of families protected. A five star reputation earned one client at a time.
Then came the question every builder eventually faces: what next? For Ryan, the answer was growth. A team of advisers, trained the way he advises, reaching more Kiwis than one person ever could. But chasing that dream inside a firm that was already exactly what it should be felt wrong. Some things are better kept just as they are.
So he made the boldest call of his career: step away from the business he helped build, de-risk the dream for everyone involved, and start again from zero. The firm stays in the hands of James, his close friend and former business partner, and the friendship stays exactly where it has always been.
And so, Octant was born. Same adviser. Same standards. A bigger horizon.
Octant Financial Group was founded on a belief carried through years of advising Kiwi families: too many New Zealanders miss out on the advice they need. Insurance gets bought online in a hurry, KiwiSaver sits in a default fund, and nobody checks either until it matters.
An octant is a navigator's instrument. It fixes your position and points the way forward, and that is exactly what good advice does. From Christchurch, we serve clients nationwide with personal insurance and KiwiSaver advice that is clear, personal, and comes with no upfront fees.
Proudly Kiwi-owned and FMA-licensed. And just getting started.