For the prudent ones.

For families.

For business.  

Husband, father of two sons, an expert in the field of investments and insurance with many years of experience. Privately, a book enthusiast in the field of personal development and music lover.

I provide my clients with a good night’s sleep: not with a top-class mattress, but with financial security, especially for families like mine. Work, own business, long-term plans or dreams. There is no point in creating scarry scenarios. It’s about prevention and living life fully. Knowing that whatever happens: you are prepared for it. Be sure that you will not ask for money from a friend or government to get you out of trouble.

In a smart and effective way: from life insurance to investments and retirement. Supported by my own experience – as a business owner, as an investor, as a husband and parent.

Rafał Sroka



  • Financial Economics and Investment – London Metropolitan University
  • EMBA (Executive Masters of Business Administration) – Wrocław University of Technology in cooperation with Central Connecticut State University

Earlier experience

Head of Global Stock Exchange Supervision at Credit Suisse and Delivery Lead of Insurance Operations at AXA XL.


After several years of experience in international corporations, in Poland and abroad – I have created something new, on my own terms, for my own clients. I am distinguished by the highest level of ethics and a global perspective

– Rafał Sroka Financial Office.