RETIREMENT PLANNING
Under Review
July 30, 2025
If clients are already retired and are receiving a Super pension, their situation already reflects the future retirement questions, so why is it necessary to include it?
The Retirement Planning should be disabled if the "Retirement" job category is selected.
By all means include an Exit Strategy box for commentary for every deal, but having to address how they will repay the loan in retirement when they already are retired and already receiving their pension with documents to substantiate income is irrelevant.