How it works

Volans provides a portfolio-backed credit facility supported by institutional controls, disciplined risk management, and ongoing monitoring.

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  • Two men sitting on a park bench having a discussion, one holding a tablet and pointing at it, the other in a suit. The scene is outdoors with greenery in the background.

    Step 1 - Needs Discovery

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

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    Step 2 - Eligibility & Facility Design

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

  • Step 3 - Custody & Structure Confirmation

    We confirm where assets are held - via ASX 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.

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    Step 5 - Ongoing Oversight & Reporting

    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.

Volans is designed to fit seamlessly with sophisticated portfolios. Assets remain held directly, either on the Australian market via CHESS or with approved custodial banks—while liquidity is established against eligible securities. This enables access to capital without disrupting core holdings.