Individuals & Families

Liquidity with institutional discipline.
Access capital against eligible portfolios—without forced selling—supported by clear rules, conservative controls, and reporting designed to stay intelligible through cycles. Volans is built for wholesale individuals and family offices managing serious portfolios and real-world commitments—who want clarity, control, and optionality.

Built Around How You Operate

Some clients manage wealth personally. Others operate through a family office with governance, mandates, and multiple entities. Either way, the objective is the same:

keep capital protected, deployable, and aligned to the long view.

Volans provides portfolio-secured credit against eligible securities within a conservative, rules-based framework designed to reduce forced decisions when markets move.

For Individuals

For wholesale investors who want flexibility without sacrificing discipline.

How Volans helps

  • Access liquidity for tax, property, education, and major commitments without routinely selling long-term holdings

  • Maintain clarity through transparent parameters and straightforward reporting

  • Keep portfolios working while managing timing, volatility, and opportunity

Common use cases
Tax timing • Property deposits/bridging • Education costs • Portfolio transitions • Opportunistic deployment

For Family Offices

For complex balance sheets, multiple entities, and governance-led decision-making.

How Volans helps

  • Align facility structure to how wealth is actually held and approved (entities, mandates, committees)

  • Provide governance-grade oversight: eligibility rules, concentration parameters, monitoring, and audit-ready reporting

  • Support planned liquidity and opportunistic deployment without disrupting long-term allocation

Common use cases
Liquidity planning • Manager transitions • Committee reporting • Rebalancing • Opportunistic deployment

How We Match Your Needs

Volans is designed to tailor the facility around your profile—while keeping discipline non-negotiable.

We typically align to:

  • Portfolio profile: eligible securities, liquidity characteristics, diversification

  • Concentration exposure: guardrails where portfolios have meaningful single-name or sector exposure

  • Liquidity rhythm: planned draws, buffers, timing needs

  • Currency needs: align liquidity to where you live, spend, and invest

  • Governance style: self-directed, adviser-led, or committee oversight

  • Reporting expectations: clear visibility for individuals, advisers, and investment committees

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

Portfolio-secured lending introduces risk. Volans is built with conservative controls intended to support resilience through volatility.

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

1) Eligibility

Volans is available to Wholesale Clients and other eligible investor categories under Australian law.

2) Portfolio review

We assess the portfolio against eligibility and risk parameters to establish prudent borrowing capacity.

3) Facility design and set-up

Limits, monitoring settings, and reporting outputs are set around your profile and governance expectations.

4) Access capital

Draw funds as required (subject to facility terms), supporting planned needs and opportunistic moments.

5) Ongoing oversight

Monitoring continues as markets move and portfolios evolve—maintaining discipline through change.

Work With Your Adviser (Optional, but encouraged)

Many clients engage alongside advisers, accountants, and legal counsel—particularly where structures, trusts, and governance are involved.

Volans is designed to sit behind your ecosystem—strengthening liquidity and risk discipline while you retain control of strategy and relationships.

Closing

Keep your portfolio working. Keep your options open.
Volans supports wholesale individuals and family offices with portfolio-secured liquidity and institutional discipline—so the long view stays intact.

Primary CTA: Request Access
Secondary CTA: Adviser / Office Enquiry

Footer Disclaimer (short, website-safe)

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.