For financial professionals
Credit that strengthens your client relationship.
Help eligible wholesale clients access portfolio liquidity through a lending capability designed to sit alongside the wealth infrastructure they already use.
Discuss a partnershipAvailable to wholesale clients only, as defined in the Corporations Act 2001 (Cth). Not available to retail clients.
The cost of not offering liquidity
Keep the client. Keep the assets. Keep the plan.
When a client needs cash and you have no lending answer, one of two things happens: they sell down a portfolio you built, or they take the question to a private bank that can lend, and the relationship starts to move with it.
A portfolio secured facility gives you the third answer. The assets stay where they are, on the platform and under your advice, the client stays invested, and the funding conversation stays with you. Volans does the credit assessment, funding and monitoring; you keep the relationship.
No app to download. Clients apply, draw and are monitored inside the platform they already use.
The lending layer
Give clients another way to access capital.
When clients need liquidity, an asset sale can crystallise a capital gain and reduce their market exposure. Volans provides the lender, underwriting, funding and ongoing portfolio monitoring so you can discuss a borrowing option alongside a sale, where the client and purpose qualify.
How we work together
Built for your model.
Financial advisers
Introduce eligible wholesale clients for a purpose and portfolio review. Advice, including tax advice, stays with you and the client’s other advisers.
Stockbrokers
Offer a borrowing option alongside a sale when a client needs cash, with the portfolio staying invested and in place.
Finance and mortgage brokers
When a client needs funding, ask about their investment portfolio. Eligible shares may support a facility alongside the property and asset finance you already arrange.
Financial planners
Most plans manage the asset side of a balance sheet and stop there. Portfolio secured credit is a liability-side tool: when a client needs funds, it lets you compare a sale, a drawdown or a mix, with the costs, tax effects and margin risk of each in the plan rather than outside it. Volans supplies the facility and the monitoring; the plan, and the advice, stay yours.
Accountants and tax advisers
A tax liability, a distribution timing gap or a business funding need often lands with you first. A facility secured against an eligible portfolio is another option to put beside a sale. Tax advice stays with you.
Family offices
Single and multi-family offices can borrow directly, structure facilities for family entities, or offer portfolio secured lending to the families they serve, with custody arrangements agreed to fit how holdings are already held.
For finance and mortgage brokers
Another asset to consider. Another conversation to have.
When a client needs funding, ask about their investment portfolio. Eligible shares may support a borrowing option alongside the property and asset finance solutions you already discuss.
You bring the client relationship. Volans assesses the portfolio, borrower and purpose, and manages approved facilities through funding and ongoing monitoring.
Discuss a broker relationship
The capability
One team across the credit lifecycle.
Portfolio eligibility, credit assessment, facility documentation, funding and margin monitoring are handled by Volans. A partnership starts with the client segment and rails, then moves through a defined pilot.
Scope the opportunity
Client segment, portfolio mix, purpose, volume and current custody or execution rails.
Design the channel
Agree the referral, data, reporting, security and operational responsibilities.
Pilot and grow
Start with a controlled cohort and expand when the client and operating experience is proven.
Let’s talk