All the advice, none
of the admin

“Marloo is seriously impressive. I used to spend over two hours preparing meeting summaries—now it's 20 minutes, with more clarity and the full client history itemised right after the call. That first meeting was 90 minutes and it nailed it. You've got a client for life.”

Aaron D'Souza

Director, LESA Financial

“It's hard to explain the relief Marloo brings. It turned the most dreaded part of my day into something quick and even enjoyable. I used to feel stuck in a treadmill of notes and compliance. Now I've reclaimed hours each week, increased client capacity without adding overhead, and genuinely love how much easier my job feels. The ROI is undeniable.”

Will Powis

Financial Advisor, Wisely Finance

“We thought our existing AI notetaker was great… until we used Marloo. It's a 100% step up in quality, speed and ease of use. The customizable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”

Rebecca Aldridge

Director, Balance Wealth

“Slick. It's efficient, it's clean and it's accurate. We used to spend a minimum hour per meeting on notes — now 30 seconds would be considered a long spend. I've doubled the amount of client meetings, but more importantly, I'm happy to do them back to back with the confidence that the accuracy is there in the file note.”

Alex Rankin

Director, Artisan Wealth