A-Z Finanse's ambitious plans

Though Wrocław-based A-Z Finanse just started operating in April this year, it has set some very ambitious goals. "The situation on the market of financial advisory firms looks like a cycle race: There is a peloton and three leaders who are pulling away. After a year of operation, we want to be first in the peloton, and in two years we would like to catch up with the leaders," says A-Z Finanse's CEO Mariusz Kacała.

A-Z Finanse, an independent company with Polish capital, wants to close its first year of operation with assets in investment funds worth zł.100 million and the value of loans offered standing at zł.50 million. Currently, the company has 2,000 customers, but it would like the number to reach 7,000 by April next year. "We don't segment the market; we aren't just for the rich," explains Kacała.

The company also wants the number of its advisors to rise from 128 to 300 by April and to operate 20 branches at the end of next year. At the moment, A-Z Finanse has five offices, located in Wrocław, Opole, Katowice, Kraków and Gdynia. A branch in Warsaw will open at the beginning of October.

A-Z Finanse offers investment products, insurance and mortgages.