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

“Marloo has really transformed the way we do things and made note taking and record keeping a breeze. It has probably freed up somewhere between 5-10 hours in our business each week so we can spend more time with clients and growing our business.”

Kevin Smee

Director, Solutions Financial

“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

“Marloo is absolutely amazing, I am so impressed with it! I asked Marloo to summarise an email to the client and I was able to send it off straight away, and she will have it sitting in her inbox before she even arrives home!”

Alison Lissington

Financial Adviser, Professional Investment Services

“We're loving Marloo so far. It's excellent. Excited to see what else it can do for us.”

Alec Baker

Advisor, James Millar Financial

“I loved it! Usually what would take me 30 minutes, Marloo did in 30 seconds. Will definitely continue to use Marloo”

Bella Marotta

Advisor, Boost Brokers

“I thought your app was incredible and saved me about 2-3 hours of work today. Since using the Marloo app as a Financial Advisor, the efficiency, accuracy, and time savings within my practice have fundamentally changed the way I interact with my clients.”

Brett Ellis

Director, Ellis Financial

“Marloo has totally changed our business. The accuracy and efficiency means that we can now easily and cost-effectively help family members of our investment clients to deal with their KiwiSaver, without spending hours writing up a SOA.”

Carey Church

Advisor, Money Works

“It was awesome, I am completely sold it made my life so much easier. I am looking forward to seeing how this platform develops over the future.”

Chloe Robertson

Advisor, Certus

“I love your service!”

Chris Youssef

Advisor, Wealth Investors

“You're awesome! I'm so thrilled to see Marloo making such big moves in such a short time — it honestly gets me really excited about what's ahead. Marloo has genuinely made things easier already, and it's exciting to see how fast you're building and improving the platform.”

“Brother I love Marloo, it's a bloody legend. Just producing those summaries is such a saving of time and using so many templates including our own is wonderful, its all about giving me back time. Priceless, thanks mate”

Craig Smith

Director, Smiths

“It's been a game changer for us. The next step is to tailor the templates to align more with our approach and process. The product enhancements are valuable to us.”

Dale Eriksen

Advisor, Roskow Independent Advisory

“Worked perfectly. Once uploaded, I then went to Ask Marloo AI and asked it to provide a full breakdown of their cash accounts, which it did perfectly. You guys have built an incredible product!”

George Newton

Director, Chartwell Wealth Management

“Marloo is proving a great tool. Quick and accurate summaries follow from meetings and importantly, this AI support is readily accepted by our mainly professional clientele.”

Hamish McPhail

Advisor, MFAS

“Great tool that all advisers would benefit from!”

Jack Jones

Advisor, Liquid Financial Advice

“I have used everything from paper to a whiteboard for over 14+ years as an adviser, so genuinely mean it when I say "game changer"!”

James Polson

Advisor, Amicus

“Marloo has solved a lot of issues around record keeping in our business, improved communication between advisers and support staff plus saved time in preparing notes/emails and reports.”

Jason Vokes

Advisor, Wealthpoint North

“I am LOVING the templates and how accurate the information is. I can download the PDF files easily and upload these to our GEM system.”

Jess Barlow

Advisor, Mortgage Supply Co

“Marloo has been an absolute game changer for both myself and the wider team. It's streamlined many of our processes, allowing us to spend more time adding real value to our clients and the business, and less on admin and repetitive tasks.”

Jessie Parker

Director, Vesta Finance & Advisory

“I am blown away with how good it is. Looking forward to my business partner getting a trial when he is back from his travels. Beyond anything I could have hoped for.”

Jon Davies

Director, Generation Wealth Management

“I love Marloo it means I can have a conversation without having to worry about taking notes all the way through the conversation. I also love that I can go back to Marloo when a client asks me a question, pop the email into the Ask Marloo feature and it comes up with a draft reply for me.”

Karen Beckham

Advisor, Enable Me

“I tested it with a phone call and was very impressed. I then did a diary note from a phone call and loved that it calculated the BMI for me!!”

Keith Gully-Davies

Director, Cornerstone

“Marloo is the answer I've been waiting for my whole adviser life and I'm sure many others will say the same. The time it is saving me is massive, it almost feels like I'm cheating at my job.”

“A huge congratulations to the Marloo team! Advisors are telling us that the time your solution saves them is invaluable, as it allows them to spend more time in front of customers, where it really counts.”

Kirsten Young

National BDM Manager, Asteron Life

“It's so refreshing to finish a meeting and have all the notes captured perfectly, with documents generated quickly and easy to understand. Marloo has made our advice process faster, simpler, and more collaborative.”

Matt Thomson

Director, Simple Advice

“Completed the Trial and after the first meeting I was sold. Ten times better than I was expecting, and best files notes I have ever completed without the work. The worst part of my job - file notes is a thing of the past.”

Neil Hawkins

Advisor, Sandstone Financial

“I was very impressed. Meeting recording and the summary was very good. Pretty minimal amount of adjustments made to the summary. It would have saved me about 30 minutes to complete plus a reduction in the mental load.”

Nga Vu

Advisor, Lautum Life

“Really great at saving time, and record keeping!”

Nicola Greene

Advisor, The Mortgage Supply Co

“Want a tool that helps you provide better quality advice by lessening the mental capacity that note taking through reviews used to take then look no further! Marloo has refined and improved my advice process and it helps keep me compliant for the FMA.”

Nicola Jenkins

Advisor, Total Life

“I've had a great experience with Marloo. The platform is easy to navigate, the interface is clean and user-friendly, and it makes the entire process feel seamless.”

Pasquale Vescio

Advisor, Catalyst Advisers

“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 customisable templates are a gamechanger. We've moved the whole Financial Planning team to Marloo.”

Rebecca Aldridge

Director, Balance Wealth

“This AI system is life changing. Whilst I am still in the learning stages of use, I am blown away by the potential capabilities and time saving the system allows.”

Sally Carrick

Advisor, Carricks

“I am loving it, it's a game changer. It's scarily accurate with regards to capturing notes and action points.”

Scott Lewis

Mortgage Adviser, Flax Street

“This is the best tech I have. It is amazing. I have now used it via telephone recordings, zoom recordings and now going through the templates. This is a game changer. This is the best tech in Australia!”

Simon Rayner

Director, Dynamic Orange

“Discovering Marloo has been a game changer for our business. It's had an immediate and measurable impact on our onboarding process. Their team's energy, responsiveness, and genuine engagement with customers have been outstanding.”

Stefan Dooney

Advisor, Tardis Advice

“Just a quick note to say how incredibly happy I am with Marloo right now. I just generated a quick response to a client query, a document that would have taken me anywhere from 30 to 60 minutes to write up properly and I had a very usable draft in about 10 secs with Marloo.”

Stephen Farrell

Director, Guided Wealth

“The output was fantastic! It's incredibly helpful to see everything captured so clearly and it really helps to highlight any areas I might have missed. As a relatively new adviser, having that kind of immediate feedback is so valuable. Such a game changer!”

Sydnee Taylor

Advisor, Amicus

“I have been using Marloo since May. Recently I completed an online workshop with someone who used Read.ai to record the meeting. I got creative and copied the transcript into Marloo to see the difference - I was staggered. Marloo was concise, clearly set out and abundantly more useful.”

Tanya Gilchrist

Advisor, DecisionMakers

“Talk to Marloo is here! Love it!”

Tom Barlow

Advisor, Roskow

“It is leaps and bounds on anything else that I've seen.”

Tom Buck

Director, Calder Financial Ltd

“It was epic. You should be proud of what you have built, it is super easy to get set up and it caused a real stir around the office.”

Tom Stanley

Director, Amicus

“It will be a real gamechanger for the advisors in our business. I am recommending it to anyone who will listen!”

Tony Walker

Advisor, Wealthpoint North

“Fantastic system, provides me reassurance I am doing the correct stuff for our clients. Amazing tool”

Wanita Tautua

Advisor, Mortgage Me

“We are loving Marloo - this is a big game changer for our business.”

Heather Roney-Kleb

Advisor, Mortgage Ladies

“It's a file note app — that's just understating it completely. It will record your meetings, it will summarise them, you will have templates on there, you can search through them. The more clients you see, the more information it has, the easier it is to just pull up information from any time in the last however long you've been using it. It's just incredible.”

George Periera

Director, Futurum Financial Planning

“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

“Game changing. I have been an IFA since 1997 and really hate paperwork. This has really impacted our business. The service is 5 star from onboarding and support. I have at least 4 hours per week back — minimum. 100% recommend Marloo.”

“That will cut an hour out easily — I think it will be more than that. It's awesome! I love it.”

“Marloo is a game changer. It feels reassuring knowing what we've discussed in meetings is recorded and will produce more accurate notes, emails, activity lists, compliance. It saves hours a day.”

Jude Anker

Advisor, Anker Mortgages

“You fix more of my issues than anyone ever has in 20 years of being in the industry.”

Josh Coligan

Financial Adviser, Future Ready Financial Planning

“I wish when I was a Paraplanner I had software like this — we used to sit there with X Plan, smashing our heads against the wall. A basic SOA would take three to four hours. I reckon they're like a two minute job in the future with Marloo.”

Jon Melloy

Principal / Adviser, Melloy Independent Wealth

“An advice proposal that used to take the team hours now takes 10 minutes. Hours shaved off writing SOAs. The dream of cutting down SOA turnaround time is real now. I told three other advice practices what I was doing with Marloo — they tried it and loved it. In the first week, I'd saved four to five hours. Come tax planning time it will be 10 hours easily!”

Troyden Ratcliffe

Financial Adviser, Willow Wealth Partners

“The learning curve is nowhere near as steep as other options out there. It just seems to really extract that financial information really well, and the way it couches it in the right kind of language.”

Justin Doyle

Financial Adviser, BIS Cosgrove

“Marloo has revolutionised how efficiently post meeting work is managed. Hands down a better experience than using Co-pilot.”

Kirsten Evans

Adviser, Parka Insurance

“Great time saver and excellent for meeting compliance requirements. Also allows more time to listen to the client while Marloo takes all the meeting notes for you. Highly recommend.”

Anna Dunlop-Paaka

Adviser, Dunlop Insurance

“This has been a huge help in saving time on file notes, with the notes being consistently detailed and high quality. We're also saving around two hours when onboarding new clients, and gaining further efficiencies when preparing subsequent meeting agendas and searching for client information.”

Tom McKey

Financial Adviser, Tardis Advice

“Marloo is an excellent tool that I see as critical to my business moving forward. In the short term it has been excellent in recording meetings and providing accurate summaries and drafting emails and documents. Over the long term it will be amazing at keeping records and being able to quickly and accurately recall information from meetings. It is a tool you cannot afford to be without!”

James Kirkland

Adviser, The Mortgage Supply Co

“I've spent over 30 years in the industry, running my own AFSL for the past 15+ years — so I've got a very strong handle on compliance, efficiency, and what actually works in practice. Marloo really stands out. It ticks the boxes across the board — efficiency, productivity, and genuinely exceptional value for money. In a space where a lot of tools overpromise and underdeliver, this has been a refreshing change.”

Christopher Heppingstone

Adviser, Heppingstone Financial Services

“Marloo has been a game-changer for our business, dramatically reducing the time our advisers spend on file notes while improving consistency and compliance. It ensures critical discussions, decisions and actions are accurately captured and documented, without adding administrative burden. The result is more time spent with clients and better governance across the business.”

Liam Stocklinger

Adviser, Leeuwin Wealth

“Marloo is really growing in value in leaps and bounds. As I learn more about how to use it effectively it is saving me hours. I highly recommend it.”

Hana Setu

Adviser, Protect For Life

“Marloo has been a game changer for our operations! From recording our meetings to creating summaries and file notes, all the way through SOA generation — this tool has been instrumental for improving our record keeping as well as efficiency within our business. Highly recommend!”

Racquel Tait

Adviser, EFS

“Started using Marloo at the start of this year. Efficiency and time savings have been excellent. I have also been very impressed by the accuracy and detail of meetings.”

Fred Rossi

Adviser, Evolve Financial

“Since commencing with Marloo, our team has been able to reduce time, increase the quality of data and provide a greater client and office experience. We have been extremely pleased with the outcome to date.”

Gerard Lowe

Adviser, Lowe Financial

“I don't know why it took so long to use this in the first place — it's great! It is going to help me be more effective with my time and cover off so much more of my meetings without me having to spend time typing it all out afterwards. Amazing!”

Melissa Smith

Adviser, Home Trust Mortgages