NCBA Bank has stepped up efforts to expand access to wealth management advisory services beyond Nairobi, bringing its Meet, Mingle & Money Talks series to Nakuru to help customers build, preserve and transfer wealth across generations.
The engagement brought together customers and financial specialists for discussions on investment planning, succession, wealth preservation and financial resilience, as the lender seeks to address the changing financial needs of individuals and businesses across different stages of their financial journeys.
Speaking during the forum, NCBA Group Director of Retail Banking Dennis Njau said banking relationships should extend beyond everyday transactions, particularly as customers accumulate assets, grow businesses and develop more complex financial needs.
Njau noted that building lasting wealth requires discipline, proper planning and informed financial decisions, adding that individuals should consider how to grow their investments, protect their assets and eventually transfer wealth to future generations.
“Financial success is not simply about earning a good income. Building lasting wealth requires discipline, planning and informed decisions,” said Njau.
The discussions explored how customers can make investment decisions based on their individual financial goals, risk appetite and investment timelines.
Participants also received insights into structured portfolio advisory, property finance, income-generating assets and portfolio diversification, with specialists emphasising the importance of balancing immediate financial needs with long-term investment objectives.
Wealth preservation, succession and estate planning also featured prominently, with customers encouraged to consider how their assets would be managed and transferred to beneficiaries.
Njau said early succession planning helps families gain clarity, minimise potential risks and ensure that wealth accumulated through years of hard work continues to benefit future generations.
“It is never too early to start thinking about how your assets will be managed, protected and transferred,” he said.
The Nakuru forum forms part of NCBA’s broader strategy to bring financial expertise and advisory-led services closer to customers across the country.
With its branch network now exceeding 100 locations in Kenya, the bank continues to strengthen its presence in regional markets while expanding access to specialised financial solutions.
Through NCBA Wealth Solutions, customers can access services covering investment planning, insurance, property finance, income replacement and portfolio diversification to support different financial needs.
The bank said the Meet, Mingle & Money Talks series is designed to create opportunities for customers to engage directly with financial experts, gain practical insights and make informed decisions about their financial futures.
Njau added that the initiative reflects the bank’s purpose of Banking on Belief: Empowering Ambitions, by equipping customers with knowledge, advice and solutions to achieve their long-term financial goals.
The series is expected to continue in other markets, extending wealth management conversations beyond major urban centres and encouraging more Kenyans to take a structured approach to financial planning, investment and generational wealth creation.