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

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Become a part of our tribe

For Individuals

Let your heart take action, we are excited to have you join us on this journey of building a better and brighter future. On receiving your request for individual membership we will make contact, to gain a better understanding of your personal gift, be it time, money or resources. We want you to feel the difference that your contribution brings to those without a voice.

 

For Family

As a family, leaving a legacy of your values is essential. We understand that living these values in thought, word and action are an important learning process for your younger generation. On receiving your request, we will make contact to discover how your family may want to be involved and share with you the benefits of this membership. We look forward to working together.

 

For Corporate

Become a patron for change. We know you wish to stake your claim as a socially conscious business leader driven by a bigger purpose, we can offer you a platform to do so. We provide a seamless and integrated brand, marketing and messaging solution for you, your business and clients to become change-makers in the community. We provide the platform for you to contribute to building a better and brighter future for people, animals and their habitats through Demeter Legacy Fund.

We are excited to have you join us on this journey and look forward to receiving your request. We will make contact to discover how your your business may want to be involved and share with you the benefits of this membership.

Build a world where those without a voice are seen, heard, protected and cherished – interested to know more? ›