Tag: pro bono
Case Study – Powerful Client Letter
This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that...
Case Study – Pro Bono Advice
In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer.
At a glance
Submitted by:...
Case Study – Any Occupation TPD
In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...
Case Study – Adviser Comes to Rescue of Breast Cancer Sufferer
This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s...