How to Outsmart Investment Fraud: Lessons from World Investor Week
- admin104625
- Oct 2
- 2 min read
World Investor Week 2025, running from the 6th to 12th October, is your chance to step back, strengthen your defences and ensure your investments are on solid ground.
This year’s theme is all about Financial Education and Fraud Defence - empowering investors to build strong foundations and protect themselves. Fraudsters are becoming more sophisticated, and more personal. They don’t just target your finances; they target your trust.
⚠️ How Scammers Reel Investors In
Many scams work by building emotional connections first eg think romance scams, fake mentors, or social media “investment gurus.” Once trust is built, they pressure you to invest quickly.
Red flags to watch for:
Unsolicited investment opportunities
“Guaranteed” or unrealistic returns
Pressure to act immediately
Lack of independent verification
🤝 Why a Fiduciary Advisor is Your Best Defence
Working with a fiduciary advisor is like having a financial bodyguard. Fiduciaries must always act in your best interests, with full transparency on fees and no hidden agendas.
As an independently owned advisory firm, we are not tied to any bank or product provider - meaning we can focus solely on what’s best for you.
📝 Put Your Plan in Writing
Fraud thrives where there’s confusion or panic. A clear investment plan keeps you anchored and focused on long-term goals.
💻 Complete our free Investment Policy GoalPilot Survey to get your personalised roadmap delivered straight to your inbox.
📚 Win a Book!
We’re celebrating World Investor Week 2025 with a special giveaway!
The first five people to answer "What do you enjoy most about investing?” (and include their postal address) will receive a FREE copy of "Your Investment Philosophy: A Guide to Managing Wealth and Protecting Against Fraudsters, Marketers & Doom Merchants" by Daniel Crowe and Peter Mancel of Mancell Financial Group.
Learn the five simple principles that cut through media hype, old investing myths and pushy industry marketing. In just two hours, you’ll gain clarity, confidence and a rational set of beliefs to guide your investments in good times and bad. This little book packs a big punch - and it could be yours for free!
Remember: Only the first five people to answer our question, and send their postal details will win.
The best way to fight fraud is to stay informed. Education, a clear plan and the right advice are your strongest assets. Let’s use World Investor Week to protect your wealth, and your peace of mind.
Simon
Alternatively, book a free 15-minute consultation here to discuss your specific situation and explore how to optimise your retirement plan with an experienced fiduciary advisor now.
Find out more about how we can help: Fiduciary Advisor - Simon Shepherd | Providence Advisory Group
