Corporate Executives
Liquidity for globally mobile professionals. Access capital against eligible portfolios—without forced selling—supported by conservative controls and clear reporting. Volans is built for wholesale corporate executives—Australians with global compensation and international executives living in Australia—who want a disciplined way to fund Australian assets, manage commitments across borders, and “look after home” with better timing and clarity.
Built for Executive Reality
Executive wealth is often shaped by international careers and long-term incentives. Holdings may sit in listed equities across major global markets, alongside diversified portfolios and family arrangements.
At the same time, life is rarely confined to one country. You may be investing in Australia while supporting family abroad, managing overseas obligations, or planning around time-bound commitments that can’t wait for the “perfect” market.
Volans helps bridge these realities with portfolio-secured credit against eligible securities, designed to provide liquidity without routinely disrupting long-term holdings.
What We Enable
Invest in Australia without forcing portfolio sales
Access liquidity for Australian property deposits, bridging, renovations, or strategic investments—subject to facility terms—while keeping long-term positions intact.
Support home—wherever home is
Create flexibility to meet overseas commitments: family support, property obligations, education costs, and major expenses—without rushing asset sales when markets are volatile.
Clarity across currencies and cycles
Transparent parameters, conservative limits, and ongoing oversight designed to remain intelligible and reliable.
Common Use Cases
Australian Bridging — deposits, bridging, renovations, upgrades, or timing flexibility around settlement
Supporting family abroad — planned funding for parents, dependants, education, or major milestones
Overseas obligations — property expenses, time-bound commitments, and major payments
Tax and timing — manage obligations without selling into volatility (in coordination with your advisers)
Vesting and incentive cycles — liquidity planning around bonus and equity award schedules
Currency and cross-border exposure — align liquidity needs with where you live, spend, and invest
Opportunity capital — act quickly when local or offshore opportunities appear
How We Match Executive Needs
Executive balance sheets are shaped by compensation structure, market exposure, geography, and timing. Volans aligns facility structure and settings to your profile—while keeping discipline non-negotiable.
We typically align to:
Portfolio profile: eligible securities, liquidity characteristics, diversification
Concentration exposure: guardrails where wealth is linked to a single issuer or sector
Liquidity rhythm: planned draws and buffers around vesting, bonuses, and major commitments
Currency needs: align liquidity to where you live, spend, and support obligations
Governance style: self-directed, adviser-led, or family office supported
Reporting expectations: clear visibility for you and your advisory team
Eligibility and facility capacity depend on the specific securities, liquidity, and concentration profile. Not all securities are eligible, and concentration limits may apply.
Conservative by Design
Executives already carry exposure to cycles—markets, corporate events, and policy changes. Volans is conservative by design so liquidity supports resilience rather than creating fragility.
Our approach typically includes:
defined eligibility and concentration parameters
ongoing monitoring and reporting
prudent buffers and conservative limits
clear processes for adverse moves (including remedial actions and margin call mechanics)
How It Works
Eligibility
Volans is available to Wholesale Clients and other eligible investor categories under Australian law.
Portfolio review
We assess your portfolio against eligibility and risk parameters to establish prudent borrowing capacityFacility design
Limits, monitoring settings, and reporting outputs are aligned to your compensation timing, geography, and objectives.
Access capital
Draw funds as required (subject to facility terms) to support Australian purchases and cross-border commitments.
Ongoing oversight
Monitoring continues as markets move and portfolios evolve—maintaining discipline through change.
Work With Your Advisers (Recommended)
Many executives engage alongside advisers, accountants, and legal counsel—particularly where compensation, cross-border commitments, and property decisions intersect.
Volans is designed to complement the ecosystem around you—keeping the facility clear, disciplined, and well documented.
FAQs
Is this a salary-linked loan?
No. Volans is portfolio-secured credit against eligible securities. It’s designed to support liquidity planning alongside your broader financial strategy.
Can I use this for Australian property?
Many clients use portfolio-secured liquidity for short term property-related needs such as deposits, bridging, or upgrades—subject to eligibility and facility terms. We do not provide mortgages or lend direct for property transactions.
What happens if markets fall?
Borrowing capacity can reduce and remedial actions (including asset sales) may be required. Volans’ framework is designed to make limits and monitoring transparent.
Is this available to retail investors?
No. Volans is available to wholesale/private wealth segments and other eligible investor categories only.
Make decisions across borders—without compromising long-term portfolios. Volans supports globally mobile executives with disciplined portfolio-secured liquidity, so you can invest in Australia, support home, and manage timing with confidence.
Volans’ services are available to Wholesale Clients and other eligible investor categories only. Credit is subject to approval, terms and conditions, and ongoing risk requirements. Portfolio-secured lending involves risk and may result in loss, including the need to sell assets to meet obligations.