NCBA Bank has continued to expand access to wealth management advisory services beyond Nairobi, bringing its Meet, Mingle & Money Talks series to Nakuru as part of its broader strategy to help customers build, preserve and transfer wealth.

The engagement brought together customers and financial specialists for discussions on investment planning, succession, wealth preservation and financial resilience, reflecting the evolving financial needs of customers as they progress through different stages of their journeys.

Commenting on the engagement, NCBA Group Director, Retail Banking, Dennis Njau said meaningful banking relationships should go beyond transactions, particularly as customers’ financial needs become more complex. “Financial success is not simply about earning a good income. Building lasting wealth requires discipline, planning and informed decisions. As customers grow their incomes, businesses and investments, they need to think not only about how to earn more, but also how to invest what they have built, protect it against the unexpected and ultimately pass it on to the next generation,” said Njau.

The discussions explored the importance of understanding individual financial goals, risk appetite and investment timelines when making wealth management decisions. Customers also engaged on structured portfolio advisory, property finance, income-generating assets and portfolio diversification. A key takeaway was the importance of balancing immediate financial needs with longer-term investment objectives to build resilience while pursuing wealth creation goals.

The conversations also highlighted wealth preservation, succession and estate planning as important considerations. As assets accumulate, customers need to consider how to protect what they have built, manage potential risks and ensure that wealth can be transferred smoothly between generations.

“It is never too early to start thinking about how your assets will be managed, protected and transferred. Having these conversations early can provide clarity for families, help preserve generational wealth and ensure that the value created through years of hard work continues to benefit those who come after you,” he said.

The Nakuru engagement forms part of NCBA’s broader effort to bring financial expertise and advisory-led conversations closer to customers across the country. With its branch network now exceeding 100 locations in Kenya, the Bank continues to extend access to its financial expertise and solutions in regional markets.

Through NCBA Wealth Solutions, customers can access a range of offerings spanning investment planning, insurance, property finance, income replacement and portfolio diversification, supporting them across different stages of their financial journeys.

“Meet, Mingle & Money Talks is more than an event. It reflects our belief that with the right knowledge, advice and financial solutions, customers are better positioned to shape their financial futures. This is closely aligned with our purpose of Banking on Belief: Empowering Ambitions,” said Njau.

The series will continue to provide opportunities for customers across different markets to engage directly with NCBA specialists, gain practical financial insights and make more informed decisions as they work towards their long-term financial ambitions.

                                                                       ENDS

For media enquiries, please contact Nelly Wainaina |Group Director –Marketing Communication and Citizenship | NCBA

Nelly.Wainaina@ncbagroup.com | Tel: +254 711 056 444

About NCBA
NCBA Group is a full-service banking group providing a broad range of financial products and services to corporate, institutional, SME, and consumer banking customers. NCBA Group operates a network of more than 100 branches in five countries, including Kenya, Uganda, Tanzania, Rwanda, and Ivory Coast. Serving over 60 million customers, the NCBA Group is the largest banking group in Africa by customer numbers. NCBA Bank Kenya PLC is Kenya’s third-largest bank by assets and plays a key role in supporting Africa’s economic ambitions. The bank is a market leader in corporate banking, asset finance, and digital banking.