How to allocate $1m for FY25

If there was ever a good time for a portfolio reset, the new financial year is probably it. It's a time when the tax woes and painful positions of the previous year are now behind you; when you can take a good, hard look at the products, funds or stocks in your portfolio, figure out what worked and what didn't, and make a practical plan so that you can stick to your strategy over the financial year ahead.

If that sounds like you, you've come to the right place.

In this interview, Morgan Stanley Wealth Management's Head of Research and Investment Strategy, Alexandre Ventelon, and Wilsons Advisory's Head of Investment Strategy David Wilson share their tips and tricks for navigating the new financial year.