Plans & Pricing

Marloo is designed to save your team 10hr per week

Free

Free with no credit card required

First 10 meetings included

Ask Marloo AI

Create 5 custom templates

Get started

Pro

$99 AUD / user per month

Unlimited meetings

Unlimited Ask Marloo AI

Unlimited custom templates

Priority onboarding & support

Get 7 days free

Trusted by the best

Advisers love Marloo

Marloo has completely transformed how I work. It feels like having an extra team member who takes notes, summarises meetings, drafts emails, and captures action items while I stay focused on my clients. I’m saving at least two hours every day, and my notes are clearer and more accurate than ever. It is so easy to use, I recommend it to anyone who wants to streamline their workflow, not just financial advisors.

Paul Fuller

Director

,

Mortgage Room

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

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

,

Advicefirst

Frequently asked questions

Who is Marloo for?

Does this replace me as an adviser?

Can I use meeting templates and client data I already have outside of Marloo?

Can AI really take notes like I would?

Is it hard to set up?

Can I chat with Marloo?

Can I create and manage a team?

How do you mitigate against errors when creating notes?

How do you handle and store client consent?

Will my compliance officer approve this?

Where are you based?

Where does the name Marloo come from?