NCBA Bank held its Meet, Mingle & Money Talks wealth management advisory forum in Nakuru, extending the series beyond Nairobi.
The event gathered customers and financial specialists to discuss investment planning, succession, wealth preservation and financial resilience.
Dennis Njau, NCBA Group Director, Retail Banking, said meaningful banking relationships should go beyond transactions as customers’ financial needs become more complex.
He said “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.”
The discussions also covered structured portfolio advisory, property finance, income-generating assets and portfolio diversification, highlighting the need to balance immediate financial needs with longer-term investment objectives.
He added “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.”
NCBA’s branch network now exceeds 100 locations in Kenya and, through NCBA Wealth Solutions, the bank offers investment planning, insurance, property finance, income replacement and portfolio diversification.
He said “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.”
The bank said the series will continue to provide opportunities for customers in other markets to engage directly with NCBA specialists and gain practical financial insights.
