How It Works

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Step 3 - Custody & Structure Confirmation

We confirm where assets are held (ASX settlement / CHESS or approved custodial banks) and implement the appropriate documentation and operating model.

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Step 4 - Activation & Drawdowns

Once your facility is activated, access liquidity anytime, anywhere. Direct funds to your nominated account or supporting domestic and global settlement, including multi-currency transfers where required.

Volans provides a portfolio-backed credit facility underpinned by institutional-grade risk management, disciplined controls and continuous monitoring.

Volans is designed to fit seamlessly around how sophisticated portfolios are held and managed. Assets remain held directly in the Australian market via CHESS or with approved custodial banks, while liquidity is established against eligible securities - so capital can accessed without disrupting core holdings.

We work with you and your advisers (where applicable) to understand your portfolio, liquidity needs, objectives, and governance.

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Step 1 - Needs Discovery

Step 2 - Eligibility & Facility Design

We assess eligible securities and define conservative parameters—limits, concentrations and risk settings—tailored to you.

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We provide continuous monitoring, disciplined risk controls and clear reporting as markets and portfolios evolve. We work with you and your advisers to ensure you have the clarity and confidence to leverage your investments.

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Step 5 - Ongoing Oversight & Reporting

Who We Serve

Volans is designed for Wholesale Accredited Investors with established portfolios who require flexibility, liquidity and global reach—without disrupting how their assets are held or managed.

Our investors typically:

  1. Hold diversified equity, ETF and managed portfolios

  2. Invest across domestic or international markets

  3. Seek access to liquidity without forced asset sales

  4. Understand leverage, risk and portfolio volatility

Volans is not a retail product or designed for retail investors. It is a portfolio-backed credit solution for investors and entrepreneurs seeking a better way to Borrow and Invest with Intelligence.

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  • Investors with concentrated or diversified portfolios who want to:

    • Unlock liquidity while remaining invested

    • Access credit aligned to portfolio quality and structure

    • Use capital more efficiently across opportunities

    Assets remain in approved custody. Investment decisions remain unchanged.

  • Investors allocating capital beyond Australian markets who require:

    • Multi-currency borrowing capability

    • Exposure to global securities and markets

    • Credit structures that align with international portfolios

    Volans supports global investing without requiring structural change.

  • Investors focused on:

    • Capital preservation alongside growth

    • Responsible use of leverage

    • Clear risk management and ongoing monitoring

    Credit limits adjust with portfolio values. Risk is transparent and actively managed.