WURF FAMILY INVESTMENTS

Building Generational Wealth
Through Strategic Investments

Specialized Family Investment Management delivering exceptional returns through disciplined portfolio strategies and comprehensive wealth planning solutions

Our Investment Approach

Three decades of expertise in family wealth management, delivering consistent returns through strategic diversification and risk-adjusted portfolio optimization

Strategic Analysis

Comprehensive market research and quantitative analysis to identify optimal investment opportunities across global markets

Risk Management

Advanced hedging strategies and diversification techniques to protect and preserve family wealth across market cycles

Performance Excellence

Consistent outperformance through disciplined execution and continuous portfolio optimization based on changing market conditions

0
Years Experience
0
Million AUD Managed
0
Family Clients
0
% Average Annual Return

Investment Services

Comprehensive wealth management solutions tailored to meet the unique needs of high-net-worth families and institutional investors

Portfolio Management

Active portfolio management with strategic asset allocation across equities, fixed income, and alternative investments

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Wealth Planning

Comprehensive financial planning including tax optimization, estate planning, and generational wealth transfer strategies

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Risk Assessment

Advanced risk modeling and stress testing to ensure portfolio resilience across various market scenarios and economic cycles

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Market Analysis

In-depth market research and economic analysis providing actionable insights for informed investment decision-making

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Portfolio Performance

Consistent outperformance across diverse market conditions through disciplined investment strategies and active risk management

Delivering Excellence Since 1996

5-Year Annualized Return 14.2%
10-Year Annualized Return 12.8%
Maximum Drawdown -8.4%
Sharpe Ratio 1.85
WURF Family Investments Office

About WURF Family Investments

Founded in 1996, WURF Family Investments Pty Ltd has established itself as a premier boutique investment management firm specializing in family wealth preservation and growth. Based in Bendigo, Victoria, we serve high-net-worth families and institutions across Australia and internationally.

Our investment philosophy centers on long-term value creation through disciplined research, strategic asset allocation, and active risk management. We believe in building lasting relationships with our clients, providing personalized service and transparent communication throughout their wealth-building journey.

ASIC Licensed Investment Manager
Member of Financial Planning Association
Professional Indemnity Insurance

Our Journey

1996

Founded WURF Family Investments with initial focus on Australian equities

2003

Expanded services to include international diversification and fixed income strategies

2012

Launched alternative investment platform and private equity opportunities

2020

Achieved AUD $800M+ in assets under management milestone

Contact Us

Ready to discuss your investment goals? Our experienced team is here to provide personalized wealth management solutions

Get in Touch

Office Address

26 Forest Street
Bendigo, Victoria 3550
Australia

Phone

+61 3 9918 4472

Email

timothysims@wurf-family.pro

Timothy Sims

Timothy Sims

Business Manager

Direct contact for new client inquiries and investment consultations. Available Monday-Friday, 9:00 AM - 5:00 PM AEST.

Visit Our Office

Located in the heart of Bendigo's financial district, our office provides a comfortable environment for confidential investment discussions.