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built around advice

From first meeting to final document, Marloo handles the admin so you can focus on your clients.

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TN

Thabo Nkosi

Individual

Net worth

R18,450,000

Assets

Unit trustsR7,749,000

Retirement fundsR5,535,000

BondsR3,321,000

Cash and propertyR1,845,000

Potential gaps

Worth a closer look

Marloo found two areas to review before the next meeting.

Risk profile

Growth

ConservativeGrowth

Thabo is comfortable with a growth portfolio and short-term market swings. His long time frame supports a higher allocation to growth assets.

Milestones

Key dates ahead

SEP

3

2026

Home loan rate reviewPayment may rise by ~R12,400/month. Review refinancing options.

OCT

14

2026

Retirement contribution reviewCheck contributions and available tax deductions.

JUN

14

2027

Record of Advice dueRefresh objectives, risk profile and recommendations.

So much more than a notetaker.

27:11

Wherever advice happens

Whether it's Teams calls, client documents, phone conversations, or voice notes. Marloo works across every client touchpoint, not just the meeting.

Built for client relationships

Every conversation remembered. Every client understood more deeply. The longer you use Marloo, the more it does for you.

Real work, not just notes

Every note written. Every document drafted. Every task created. Every email handled. Advisers show up for the client. Marloo does the rest.

Advisers love Marloo

“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 Adviser, Wisely Finance

“We brought in Marloo to streamline admin across 550+ meetings a month and improve the client experience. Their tool is focused, adaptable, and genuinely built to boost productivity. But it's done more than save time—it's sparked curiosity, energised our team, and deepened client relationships. It's transformed how we work.”

Georgie Miles

COO, enable.me

“Marloo tackles the relentless post-meeting admin and compliance burden head-on. I've reclaimed hours every single week, fundamentally shifting my focus from tedious tasks back to high-value client strategy. It's indispensable.”

Matthew Pelizzari

Financial Planning Partner, Oreon Partners

Read all customer quotes

Your calling is advice,
not admin

Set up in minutes. Start with your next meeting, completely free.

Start with your next meeting

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AI for financial advisers, built around advice