The bank’s Meet, Mingle & Money Talks forum focused on investment planning, wealth preservation and succession.
NAKURU, Kenya, November 2026 – NCBA Bank is expanding its wealth management engagement beyond Nairobi. As part of this effort, it recently took its Meet, Mingle & Money Talks series to Nakuru.
The forum brought together customers and financial specialists to discuss investment planning, succession, wealth preservation and financial resilience. The discussions reflected customers’ changing financial needs as they build businesses, grow investments and plan for the future.
Planning Beyond Income and Investments
NCBA Group Director, Retail Banking, Dennis Njau, said banking relationships should extend beyond everyday transactions. This becomes especially important as customers’ financial needs grow 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.
During the forum, participants explored how personal goals, risk appetite and investment timelines shape wealth management decisions.
They also discussed structured portfolio advisory, property finance, income-generating assets and portfolio diversification. In addition, the conversations highlighted the need to balance immediate financial needs with long-term investment goals.
Why Wealth Preservation and Succession Matter
Beyond growing wealth, participants considered how to preserve it and plan for succession.
As people accumulate assets, they need to consider how to protect them, manage potential risks and prepare for their transfer to the next generation.
Njau emphasised the importance of starting these conversations early.
“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.
Taking Wealth Advisory Services to More Customers
The Nakuru forum forms part of NCBA’s wider effort to bring financial expertise closer to customers across the country.
The bank says its branch network in Kenya now exceeds 100 locations. Through this network, it continues to extend its presence in regional markets.
Additionally, NCBA Wealth Solutions offers services in investment planning, insurance, property finance, income replacement and portfolio diversification. These solutions support customers at 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,” Njau said.
NCBA plans to take the series to other markets. Through these forums, customers can engage directly with financial specialists, gain practical insights and make informed decisions about their long-term financial goals.
