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

Purposeful & ethical equals leadership

You seek to be regarded as a leader in purposeful and ethical business. You know it’s this attention to contribution that will help you stand apart from your peers. You’re looking to contribute in a way that represents your corporate values. You’re seeking to measure the impact of your dollar. You would relish the opportunity for your clients to receive voting rights on which charities will receive Demèter Legacy grants. You’re seeking a way to contribute that demonstrates your brand values, engages your clients, and helps retain your employees who appreciate knowing their work is making a positive difference in the community.

Impact beyond a lifetime

You’re looking for a way to contribute that enables to you make a real and lasting impact. You want to see the results of your contribution making a tangible difference into perpetuity. You’re particularly passionate about supporting the people working to protect our vulnerable animals, habitats and local community. Perhaps you’ve considered starting your own philanthropic fund, but you’d prefer to contribute to an existing organisation who shares your strong values and is committed to making a positive difference beyond your lifetime.

Thank you for visiting Demeter Wealth Management.

Your life, your gift, your way

You’re at that stage in your life when you’ve gathered enough financial security through your life’s journey to consider giving back and benefiting your broader community, building a personal legacy that gently ripples into the future generations and beyond.

Not sure where to start, how to go about it or who to talk to?

Click on the 'Take Action' button below to book an appointment to explore your ideas further'.

Prosperity is the gift of wisdom

Purposeful & ethical equals leadership

Impact beyond a lifetime

A philosophy of healing