Saving $7,000 a month with no plan

A real financial plan for a couple in their early 30s. $300,000 household income, $7,000 a month in savings, no strategy behind it, and a family on the way. We reviewed their super, added deductible contributions, built portfolios structured for tax, and directed $4,000 a month to the offset. Projected net worth in 20 years: about $8.5 million. General Advice Disclaimer: This video contains general information and doesn't consider your personal circumstances. Seek personal financial advice if required. Dimension IV Wealth Management. AFSL 543639. #FinancialPlanning #Superannuation #Retirement

Added 25 Aug 2026