Advisers love Marloo

Don't just take our word for it. Here's what advisers have to say about 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 is already saving me serious time—and that'll only grow. It's the first AI notetaker that truly fits how my business works. You can customise what it captures and how it summarises. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn't. The team is constantly improving the product based on real feedback.”

Terry Vogiatzis

Director, Omura Wealth Advisers

“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, Advicefirst

“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

“The way that Marloo can take a template and create its own version in a few minutes is absolutely brilliant. From using both approaches it definitely benefits to really perfect the template and instructions within the template. I've found if you get this right then there is very little that required editing or things to ask Marloo to adjust.”

Alan Parr

Advisor, Fidenti

“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

“Was literally just telling my partner how impressed I was at how fast you guys are to add stuff as have been loving the tables! Morning mate, Just wanted to provide some positive feedback on the 'upload document to generate template' I recently did a fact find document for us and its pretty amazing.”

Ashley Pickett

Director, Everest Wealth

“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

“Marloo saves me a huge amount of time, it allows me to complete meeting summaries and send follow up emails to clients in a fraction of the time that it used to take. This allows me to achieve more in a day, making our service more efficient and faster for our clients.”

Bertie Scott-Hopkins

Chartered Financial Planner, EXE Capital Management

“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.”

Christine Zhao

Advisor, Maxicare Financial

“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.”

Kelli Lockett

Adviser, Insurance Supply Co

“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

“Leverage Pie Funds brand if you need – we are super impressed.”

Mark Bull

Advisor, Pie Funds

“I am genuinely very very impressed with the tool you have built. The quality of output in doc gen far exceeds what I've seen and I barely have to make any amendments.”

Matt Jenkins

Advisor, Lifetime Financial Management & Planning

“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

“Shak - 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

“I honestly love it. If there's anything in my career today that's changed my world the most, this is it. Seriously, I'm not saying that just to fluff you up.”

Simon Hepple

Senior Adviser, Pie Funds

“Shak. 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.”