1
Is there a minimum entry amount for a PnL Investments trading platform and investment account?
No! Any amount to start building your investment portfolio and compounding your returns is a great place to start!
2
How many model portfolios do you manage?
Three! Book a session and I can tell you about each.
3
If I only want investment management, do I also have to sign up for financial planning?
Not at all. PnL will customize services to meet your needs and interest levels.
4
How much time does it take to onboard for the investment trading account?
1-2 short meetings. It’s very simple and easy. Book a session with me and I’ll tell you how.
5
How much time does it take to become a financial planning client?
The Financial Planning process typically ranges from 4–8 weeks, with more complex cases taking longer. Every step has been carefully designed to ensure your financial plan is built on a solid, personalized foundation.
6
What are your favorite financial books?
How to Make Money in Stocks — William J. O'Neil
Think and Trade Like a Champion — Mark Minervini
Reminiscences of a Stock Operator — Edwin Lefèvre