Thank you for visiting Demeter Wealth Management.

In July 2024, after celebrating 20 years of guiding clients through complex life and financial decisions, Geri transitioned Demeter Wealth Management by merging with a national advisory firm that shares her vision:
"Delivering quality financial advice to more Australians."

While the firm has evolved, Geri remains deeply committed to her clients, now serving as a Financial Strategist within the new organization. She continues to provide expert guidance alongside an expanded team of financial professionals.

With two decades of business ownership across diverse industries—including building, wealth management, co-working offices, and finance—combined with international experience in the investment asset industry, Geri is now focusing her expertise on community-driven initiatives.

She divides her time between Tasmania, where she is prioritising time with elderly parents and supporting wildlife conservation initiatives, and Perth, where she advances her philanthropic work through the Demeter Legacy Fund.

If you've been referred to Geri, don't hesitate to book an appointment with her personally. BOOK APPOINTMENT

For any inquiries, or to schedule a meeting, you can also reach out to Lauren, Geri's Executive Assistant, at (08) 9382 1970, or via email at lauren@demeterlegacy.org. We look forward to connecting with you soon!

Demèter Legacy Fund 45 Ventnor Avenue, West Perth WA 6005 office: +61 (08) 9382 1970 www.demeterlegacy.org